-64.4%
ETSY vs ACWI
+68.5%
-132.9%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | 0.0% | -6.7% | -6.7% |
| 7D | -8.5% | +0.5% | -9.0% | -9.2% |
| 30D | -10.9% | +0.9% | -11.8% | -12.2% |
| 3M | +14.1% | +2.4% | +11.7% | +9.0% |
| 6M | +37.5% | +12.4% | +25.1% | +12.3% |
| YTD | +38.0% | +15.2% | +22.8% | +8.0% |
| 1Y | +46.5% | +22.7% | +23.8% | +3.4% |
| 3Y | +2.5% | +75.8% | -73.3% | -63.7% |
| All | -64.4% | +68.5% | -132.9% | -84.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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