-29.4%
ETHA vs BUD
+36.6%
-66.0%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.2% | -2.8% | -2.6% |
| 7D | +0.8% | +0.3% | +0.5% | +0.8% |
| 30D | +27.9% | -5.7% | +33.6% | +28.7% |
| 3M | +38.3% | +3.1% | +35.2% | +37.3% |
| 6M | +14.0% | +7.9% | +6.1% | +11.7% |
| YTD | -17.4% | +27.3% | -44.8% | -22.1% |
| 1Y | -42.7% | +37.8% | -80.5% | -47.1% |
| All | -29.4% | +36.6% | -66.0% | -33.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling