-24.8%
ETHA vs BTI
+24.7%
-49.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +3.4% | +2.3% | +5.1% |
| 7D | +2.1% | +5.3% | -3.2% | +1.2% |
| 30D | -10.7% | +19.1% | -29.8% | -13.9% |
| 3M | +29.0% | +6.5% | +22.4% | +27.9% |
| 6M | +2.7% | +9.4% | -6.7% | -1.3% |
| YTD | -18.7% | +14.4% | -33.1% | -23.7% |
| 1Y | -24.8% | +23.9% | -48.7% | -33.5% |
| All | -24.8% | +24.7% | -49.5% | -33.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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