+248.5%
EMR vs ETSY
+134.9%
+113.6%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.8% | +4.4% | +0.1% |
| 7D | +3.1% | -10.9% | +14.0% | +4.3% |
| 30D | -3.5% | -14.9% | +11.3% | -2.0% |
| 3M | +9.8% | +5.8% | +4.0% | +8.8% |
| 6M | +10.8% | +29.1% | -18.3% | +7.2% |
| YTD | +15.9% | +31.3% | -15.4% | +11.7% |
| 1Y | +16.4% | +25.1% | -8.7% | +12.0% |
| 3Y | +62.1% | +8.5% | +53.6% | +55.3% |
| 5Y | +62.9% | -66.1% | +129.0% | +68.2% |
| 10Y | +267.8% | +410.3% | -142.5% | +186.4% |
| All | +248.5% | +134.9% | +113.6% | +159.4% |
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