+289.9%
BNY vs ETSY
+8.1%
+281.8%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.6% | -1.6% | -0.1% |
| 7D | -1.3% | -4.9% | +3.6% | -0.8% |
| 30D | -0.2% | -8.6% | +8.5% | +0.7% |
| 3M | +14.9% | +4.8% | +10.2% | +13.9% |
| 6M | +40.0% | +38.1% | +1.9% | +33.6% |
| YTD | +42.0% | +31.2% | +10.7% | +36.0% |
| 1Y | +56.9% | +22.1% | +34.7% | +50.4% |
| 3Y | +289.9% | +12.2% | +277.6% | +257.5% |
| All | +289.9% | +8.1% | +281.8% | +257.5% |
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