+1,049.0%
ATI vs ETSY
-67.3%
+1,116.3%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.6% | -4.2% | -3.7% |
| 7D | -2.7% | -12.7% | +10.0% | -0.9% |
| 30D | -13.5% | -9.9% | -3.6% | -12.4% |
| 3M | +8.5% | +4.2% | +4.4% | +7.2% |
| 6M | +25.2% | +34.2% | -9.0% | +18.1% |
| YTD | +73.4% | +29.1% | +44.3% | +63.8% |
| 1Y | +160.5% | +23.8% | +136.7% | +143.9% |
| 3Y | +347.3% | +6.6% | +340.6% | +317.0% |
| 5Y | +1,049.0% | -67.0% | +1,116.0% | +982.6% |
| All | +1,049.0% | -67.3% | +1,116.3% | +982.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling