+57.3%
XBI vs ETHA
-27.9%
+85.3%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETHA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.2% | -3.6% | -0.8% |
| 7D | -4.6% | +3.5% | -8.1% | -5.1% |
| 30D | -2.0% | +35.3% | -37.3% | -5.9% |
| 3M | +17.8% | +50.9% | -33.1% | +11.2% |
| 6M | +23.7% | +22.1% | +1.6% | +19.8% |
| YTD | +28.2% | -14.6% | +42.8% | +28.5% |
| 1Y | +64.0% | -42.8% | +106.8% | +71.2% |
| All | +57.3% | -27.9% | +85.3% | +50.7% |
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