+73.1%
BAC vs ETSY
-66.8%
+139.8%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.2% | +2.7% | +0.8% |
| 7D | +0.6% | -12.9% | +13.5% | +2.5% |
| 30D | -1.4% | -11.5% | +10.1% | +0.2% |
| 3M | +15.7% | +3.5% | +12.2% | +14.7% |
| 6M | +32.2% | +27.6% | +4.6% | +26.5% |
| YTD | +15.8% | +28.4% | -12.6% | +10.3% |
| 1Y | +27.3% | +27.1% | +0.2% | +20.2% |
| 3Y | +137.5% | +6.0% | +131.4% | +123.8% |
| 5Y | +73.1% | -67.1% | +140.2% | +72.8% |
| All | +73.1% | -66.8% | +139.8% | +72.8% |
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