+285.6%
BLK vs ETSY
+134.7%
+150.8%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.6% | 0.0% | +1.4% |
| 7D | -3.3% | -4.9% | +1.6% | -2.5% |
| 30D | -6.5% | -8.6% | +2.1% | -5.2% |
| 3M | +6.7% | +4.8% | +2.0% | +5.5% |
| 6M | +14.7% | +38.1% | -23.4% | +7.8% |
| YTD | +2.5% | +31.2% | -28.7% | -3.3% |
| 1Y | -2.8% | +22.1% | -24.9% | -8.0% |
| 3Y | +65.9% | +12.2% | +53.6% | +54.7% |
| 5Y | +33.0% | -66.5% | +99.4% | +42.2% |
| 10Y | +281.2% | +433.4% | -152.2% | +169.3% |
| All | +285.6% | +134.7% | +150.8% | +170.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling