+27.1%
EQT vs ETSY
+130.9%
-103.8%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.6% | 0.0% | +0.5% |
| 7D | -1.2% | -12.7% | +11.6% | +0.5% |
| 30D | +1.1% | -9.9% | +11.0% | +2.3% |
| 3M | +4.8% | +4.2% | +0.6% | +3.7% |
| 6M | -10.6% | +34.2% | -44.8% | -14.8% |
| YTD | +3.4% | +29.1% | -25.7% | -1.4% |
| 1Y | +8.7% | +23.8% | -15.1% | +3.3% |
| 3Y | +35.0% | +6.6% | +28.3% | +27.6% |
| 5Y | +204.2% | -67.0% | +271.3% | +222.7% |
| 10Y | +52.5% | +424.9% | -372.4% | +7.7% |
| All | +27.1% | +130.9% | -103.8% | -14.6% |
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