-44.1%
ETHA vs BEN
+74.0%
-118.0%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.4% | -3.8% | -3.7% |
| 7D | -12.5% | +6.8% | -19.3% | -17.2% |
| 30D | -19.8% | +18.0% | -37.8% | -29.7% |
| 3M | +3.1% | +7.5% | -4.3% | -3.0% |
| 6M | -13.8% | +14.7% | -28.5% | -23.2% |
| YTD | -34.6% | +56.1% | -90.7% | -55.1% |
| 1Y | -38.7% | +69.6% | -108.3% | -60.9% |
| All | -44.1% | +74.0% | -118.0% | -67.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling