+967.1%
ENTG vs ETSY
+134.9%
+832.2%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -4.8% | +6.5% | +2.9% |
| 7D | +8.9% | -10.9% | +19.9% | +11.9% |
| 30D | -7.2% | -14.9% | +7.7% | -3.8% |
| 3M | +6.4% | +5.8% | +0.6% | +3.7% |
| 6M | +25.7% | +29.1% | -3.4% | +15.8% |
| YTD | +67.9% | +31.3% | +36.5% | +53.1% |
| 1Y | +72.4% | +25.1% | +47.2% | +57.1% |
| 3Y | +48.4% | +8.5% | +40.0% | +35.1% |
| 5Y | +20.1% | -66.1% | +86.2% | +36.7% |
| 10Y | +768.2% | +410.3% | +357.8% | +509.4% |
| All | +967.1% | +134.9% | +832.2% | +625.3% |
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