-42.7%
ETHA vs BAM
-8.8%
-33.8%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.6% | -3.2% | -3.1% |
| 7D | +0.8% | -2.0% | +2.8% | +2.3% |
| 30D | +27.9% | -2.9% | +30.8% | +29.9% |
| 3M | +38.3% | +9.4% | +28.9% | +27.4% |
| 6M | +14.0% | +10.8% | +3.2% | +3.3% |
| YTD | -17.4% | -0.4% | -17.0% | -18.4% |
| 1Y | -42.7% | -10.9% | -31.8% | -39.3% |
| All | -42.7% | -8.8% | -33.8% | -39.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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