-42.8%
ETHA vs BBWI
-31.4%
-11.4%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +6.4% | -3.2% | +1.9% |
| 7D | +3.5% | -4.8% | +8.3% | +4.4% |
| 30D | +35.3% | +3.5% | +31.8% | +33.6% |
| 3M | +50.9% | -0.3% | +51.2% | +48.8% |
| 6M | +22.1% | -5.4% | +27.5% | +20.8% |
| YTD | -14.6% | -4.7% | -9.9% | -14.9% |
| 1Y | -42.8% | -30.5% | -12.3% | -34.5% |
| All | -42.8% | -31.4% | -11.4% | -34.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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