-27.0%
ETHA vs BUD
+33.0%
-59.9%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.7% | +2.5% | +3.1% |
| 7D | +3.5% | -2.6% | +6.1% | +3.8% |
| 30D | +35.3% | -1.2% | +36.5% | +35.5% |
| 3M | +50.9% | -4.9% | +55.8% | +51.6% |
| 6M | +22.1% | +9.3% | +12.9% | +19.7% |
| YTD | -14.6% | +24.0% | -38.6% | -19.1% |
| 1Y | -42.8% | +34.5% | -77.3% | -47.1% |
| All | -27.0% | +33.0% | -59.9% | -30.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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