+471.7%
BX vs ETSY
+134.9%
+336.8%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.8% | +3.2% | -0.5% |
| 7D | -2.0% | -10.9% | +9.0% | +0.5% |
| 30D | -2.3% | -14.9% | +12.6% | +0.9% |
| 3M | +18.5% | +5.8% | +12.7% | +16.3% |
| 6M | +23.7% | +29.1% | -5.4% | +15.4% |
| YTD | -10.4% | +31.3% | -41.7% | -17.4% |
| 1Y | -19.6% | +25.1% | -44.7% | -25.9% |
| 3Y | +30.8% | +8.5% | +22.3% | +20.2% |
| 5Y | +24.3% | -66.1% | +90.4% | +38.4% |
| 10Y | +679.5% | +410.3% | +269.2% | +427.1% |
| All | +471.7% | +134.9% | +336.8% | +274.7% |
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