-42.7%
ETHA vs BEN
+42.6%
-85.2%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +3.5% | -6.1% | -4.7% |
| 7D | +0.8% | +0.2% | +0.6% | +0.6% |
| 30D | +27.9% | -0.5% | +28.4% | +28.2% |
| 3M | +38.3% | +9.7% | +28.6% | +30.5% |
| 6M | +14.0% | +33.9% | -19.9% | -5.8% |
| YTD | -17.4% | +49.0% | -66.4% | -34.9% |
| 1Y | -42.7% | +42.1% | -84.8% | -55.0% |
| All | -42.7% | +42.6% | -85.2% | -55.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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