+64.0%
ENB vs ETSY
-67.3%
+131.3%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.6% | -4.4% | -3.9% |
| 7D | -4.6% | -12.7% | +8.2% | -3.9% |
| 30D | -5.2% | -9.9% | +4.7% | -4.8% |
| 3M | -13.4% | +4.2% | -17.6% | -13.7% |
| 6M | -7.8% | +34.2% | -42.0% | -9.6% |
| YTD | +4.9% | +29.1% | -24.2% | +2.8% |
| 1Y | +3.2% | +23.8% | -20.6% | +1.0% |
| 3Y | +71.0% | +6.6% | +64.3% | +66.6% |
| 5Y | +64.0% | -67.0% | +131.0% | +62.4% |
| All | +64.0% | -67.3% | +131.3% | +62.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling