+251.0%
AON vs ETSY
+130.9%
+120.1%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.6% | +0.4% | +1.0% |
| 7D | -5.9% | -12.7% | +6.8% | -4.7% |
| 30D | -13.7% | -9.9% | -3.7% | -12.8% |
| 3M | -8.3% | +4.2% | -12.4% | -8.8% |
| 6M | -3.6% | +34.2% | -37.8% | -6.6% |
| YTD | -12.4% | +29.1% | -41.5% | -14.9% |
| 1Y | -14.6% | +23.8% | -38.5% | -17.3% |
| 3Y | -5.7% | +6.6% | -12.4% | -9.1% |
| 5Y | +9.1% | -67.0% | +76.2% | +13.0% |
| 10Y | +208.7% | +424.9% | -216.2% | +147.2% |
| All | +251.0% | +130.9% | +120.1% | +173.4% |
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