-40.2%
ETHA vs BUD
+42.9%
-83.1%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.3% | +3.5% | +1.4% |
| 7D | -14.0% | +0.5% | -14.5% | -14.1% |
| 30D | -17.4% | +7.4% | -24.8% | -18.1% |
| 3M | +10.6% | +4.3% | +6.3% | +10.0% |
| 6M | -11.2% | +5.3% | -16.5% | -12.0% |
| YTD | -30.1% | +33.2% | -63.3% | -34.3% |
| 1Y | -39.6% | +31.8% | -71.4% | -43.1% |
| All | -40.2% | +42.9% | -83.1% | -43.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling