-42.8%
ETHA vs BAM
-12.6%
-30.2%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.4% | +1.6% | +1.0% |
| 7D | +2.9% | -3.9% | +6.9% | +5.9% |
| 30D | +31.4% | -8.8% | +40.2% | +39.8% |
| 3M | +48.9% | +2.2% | +46.7% | +43.9% |
| 6M | +20.9% | +5.9% | +15.0% | +12.7% |
| YTD | -17.2% | -6.1% | -11.1% | -14.6% |
| 1Y | -42.8% | -11.6% | -31.2% | -36.0% |
| All | -42.8% | -12.6% | -30.2% | -36.0% |
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