+65.2%
ETSY vs AGI
-1.1%
+66.3%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +10.8% | -3.7% | +5.5% |
| 7D | +4.2% | -5.3% | +9.5% | +4.6% |
| 30D | +35.8% | -7.1% | +42.9% | +36.5% |
| 3M | +11.4% | +4.4% | +6.9% | +10.3% |
| 6M | +50.3% | -23.0% | +73.3% | +54.3% |
| YTD | +73.6% | -22.0% | +95.6% | +74.1% |
| 1Y | +65.2% | +0.3% | +64.9% | +46.4% |
| All | +65.2% | -1.1% | +66.3% | +46.4% |
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