-28.7%
ETHA vs BEN
+65.7%
-94.3%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.3% | +1.3% |
| 7D | +2.7% | +4.7% | -2.0% | -1.0% |
| 30D | +29.4% | +2.6% | +26.8% | +26.6% |
| 3M | +47.2% | +11.5% | +35.7% | +34.5% |
| 6M | +25.4% | +35.3% | -9.9% | -2.8% |
| YTD | -16.5% | +48.6% | -65.2% | -40.3% |
| 1Y | -42.3% | +46.7% | -89.0% | -58.5% |
| All | -28.7% | +65.7% | -94.3% | -56.8% |
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 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