-24.8%
ETHA vs BAM
+4.2%
-29.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +6.2% | -0.5% | +1.5% |
| 7D | +2.1% | +14.2% | -12.1% | -6.9% |
| 30D | -10.7% | +21.0% | -31.7% | -22.1% |
| 3M | +29.0% | +5.2% | +23.8% | +23.6% |
| 6M | +2.7% | +16.0% | -13.3% | -9.6% |
| YTD | -18.7% | +6.5% | -25.1% | -23.3% |
| 1Y | -24.8% | +4.4% | -29.2% | -26.9% |
| All | -24.8% | +4.2% | -29.1% | -26.9% |
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