+9.8%
BAX vs ETSY
+47.8%
-38.0%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -6.7% | +7.7% | +2.0% |
| 7D | -1.1% | -8.5% | +7.3% | 0.0% |
| 30D | -5.5% | -10.9% | +5.4% | -4.1% |
| 3M | +33.5% | +14.1% | +19.4% | +30.7% |
| 6M | +35.9% | +37.5% | -1.6% | +27.9% |
| YTD | +35.4% | +38.0% | -2.7% | +27.8% |
| 1Y | +9.8% | +46.5% | -36.8% | +5.0% |
| All | +9.8% | +47.8% | -38.0% | +5.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling