-29.2%
ETHA vs BUD
+32.5%
-61.7%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.2% | +1.4% | -0.5% |
| 7D | +2.9% | -1.3% | +4.3% | +3.1% |
| 30D | +31.4% | -6.1% | +37.6% | +32.3% |
| 3M | +48.9% | -3.8% | +52.6% | +49.3% |
| 6M | +20.9% | +8.2% | +12.7% | +18.6% |
| YTD | -17.2% | +23.6% | -40.7% | -21.5% |
| 1Y | -42.8% | +33.4% | -76.2% | -47.0% |
| All | -29.2% | +32.5% | -61.7% | -32.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling