-42.6%
ETHA vs BAM
+3.7%
-46.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.3% | -2.0% | -2.4% |
| 7D | -10.2% | +5.0% | -15.2% | -13.0% |
| 30D | -17.0% | +16.6% | -33.6% | -25.5% |
| 3M | +9.6% | +2.2% | +7.4% | +7.4% |
| 6M | -11.3% | +9.7% | -21.0% | -18.1% |
| YTD | -30.9% | +5.2% | -36.2% | -34.5% |
| 1Y | -42.6% | +3.9% | -46.5% | -44.4% |
| All | -42.6% | +3.7% | -46.2% | -44.4% |
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