+6.1%
UBER vs ETHA
-27.9%
+34.1%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETHA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.2% | -4.5% | -1.6% |
| 7D | -5.4% | +3.5% | -8.9% | -5.8% |
| 30D | -4.9% | +35.3% | -40.2% | -8.4% |
| 3M | +3.0% | +50.9% | -47.8% | -2.3% |
| 6M | -4.4% | +22.1% | -26.5% | -7.3% |
| YTD | -12.3% | -14.6% | +2.3% | -12.0% |
| 1Y | -24.3% | -42.8% | +18.5% | -20.7% |
| All | +6.1% | -27.9% | +34.1% | +1.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling