+96.2%
SMH vs ETHA
-44.4%
+140.6%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ETHA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.6% | +5.2% | +3.2% |
| 7D | +2.5% | +0.8% | +1.7% | +2.2% |
| 30D | -0.5% | +27.9% | -28.4% | -6.7% |
| 3M | -9.6% | +38.3% | -48.0% | -17.1% |
| 6M | +42.1% | +14.0% | +28.1% | +35.8% |
| YTD | +57.4% | -17.4% | +74.9% | +59.5% |
| 1Y | +96.2% | -42.7% | +138.9% | +116.9% |
| All | +96.2% | -44.4% | +140.6% | +116.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling