-27.0%
ETHA vs BEN
+60.9%
-87.9%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | 0.0% | +3.3% | +3.3% |
| 7D | +3.5% | -3.1% | +6.6% | +6.0% |
| 30D | +35.3% | +0.2% | +35.1% | +34.9% |
| 3M | +50.9% | +6.8% | +44.0% | +42.5% |
| 6M | +22.1% | +38.1% | -16.0% | -6.9% |
| YTD | -14.6% | +44.3% | -58.9% | -37.5% |
| 1Y | -42.8% | +42.6% | -85.4% | -57.9% |
| All | -27.0% | +60.9% | -87.9% | -54.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling