+614.6%
ADI vs ETSY
+129.6%
+485.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.2% | +2.8% | +0.9% |
| 7D | +2.6% | -12.9% | +15.5% | +4.9% |
| 30D | -4.6% | -11.5% | +6.8% | -2.9% |
| 3M | -9.5% | +3.5% | -13.0% | -10.6% |
| 6M | +14.8% | +27.6% | -12.8% | +8.9% |
| YTD | +35.8% | +28.4% | +7.4% | +28.0% |
| 1Y | +48.9% | +27.1% | +21.9% | +39.2% |
| 3Y | +115.6% | +6.0% | +109.5% | +102.4% |
| 5Y | +135.1% | -67.1% | +202.2% | +153.0% |
| 10Y | +636.4% | +421.9% | +214.5% | +471.1% |
| All | +614.6% | +129.6% | +485.0% | +425.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ETSY.
Daily Out/Under-Performance
Portfolio return minus ETSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETSY 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 ETSY 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