-22.1%
BA vs ETSY
-66.0%
+43.9%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.7% | +2.3% | +0.9% |
| 7D | +1.1% | +1.1% | 0.0% | +0.8% |
| 30D | -7.9% | +25.8% | -33.7% | -12.4% |
| 3M | -25.3% | +9.3% | -34.6% | -27.2% |
| 6M | -24.6% | +38.4% | -63.0% | -30.1% |
| YTD | -20.1% | +62.2% | -82.3% | -29.1% |
| 1Y | -11.8% | +58.3% | -70.1% | -21.5% |
| 3Y | -10.1% | +42.6% | -52.7% | -22.6% |
| All | -22.1% | -66.0% | +43.9% | -21.1% |
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