-2.4%
ELV vs ETSY
+8.1%
-10.5%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +2.2% | +3.3% | +5.4% |
| 7D | +2.8% | -4.9% | +7.7% | +3.0% |
| 30D | +4.9% | -8.6% | +13.5% | +5.3% |
| 3M | +4.9% | +4.8% | +0.1% | +4.5% |
| 6M | +45.1% | +38.1% | +7.0% | +42.0% |
| YTD | +20.7% | +31.2% | -10.6% | +18.4% |
| 1Y | +35.0% | +22.1% | +12.9% | +32.7% |
| 3Y | -2.4% | +12.2% | -14.7% | -5.0% |
| All | -2.4% | +8.1% | -10.5% | -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 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