-19.0%
BAX vs ETSY
+41.3%
-60.4%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | +0.1% |
| 7D | +0.1% | -1.0% | +1.1% | +0.3% |
| 30D | +4.1% | +7.3% | -3.2% | +2.6% |
| 3M | -4.5% | +10.3% | -14.9% | -6.7% |
| 6M | +49.2% | +55.1% | -5.8% | +36.0% |
| YTD | +35.2% | +60.5% | -25.3% | +20.7% |
| 1Y | +38.3% | +52.2% | -13.9% | +24.8% |
| 3Y | -19.0% | +40.8% | -59.8% | -29.2% |
| All | -19.0% | +41.3% | -60.4% | -29.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling