+46.5%
ETSY vs AGI
+17.6%
+28.9%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.9% | -4.8% | -6.5% |
| 7D | -8.5% | +0.6% | -9.1% | -8.5% |
| 30D | -10.9% | +18.2% | -29.1% | -12.4% |
| 3M | +14.1% | -4.1% | +18.2% | +14.4% |
| 6M | +37.5% | -28.7% | +66.2% | +40.5% |
| YTD | +38.0% | -4.0% | +42.0% | +38.3% |
| 1Y | +46.5% | +17.4% | +29.1% | +48.9% |
| All | +46.5% | +17.6% | +28.9% | +48.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 1y: compounded portfolio wealth divided by compounded AGI 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…
1y analysis · Full analysis span regression · 6 months rolling