-48.8%
SMCI vs ETHA
-27.9%
-20.9%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETHA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +3.2% | +4.0% | +6.1% |
| 7D | +1.3% | +3.5% | -2.2% | +0.1% |
| 30D | +6.6% | +35.3% | -28.7% | -5.5% |
| 3M | +25.4% | +50.9% | -25.4% | +5.9% |
| 6M | +26.1% | +22.1% | +4.0% | +15.5% |
| YTD | +37.0% | -14.6% | +51.6% | +40.1% |
| 1Y | -8.8% | -42.8% | +34.0% | +6.6% |
| All | -48.8% | -27.9% | -20.9% | -47.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ETHA.
Daily Out/Under-Performance
Portfolio return minus ETHA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETHA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded ETHA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling