+12.2%
ETSY vs AGI
+206.1%
-193.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.9% | +1.6% |
| 7D | -4.9% | -2.7% | -2.2% | -4.6% |
| 30D | -8.6% | +7.2% | -15.9% | -9.4% |
| 3M | +4.8% | +4.3% | +0.5% | +4.1% |
| 6M | +38.1% | -27.1% | +65.2% | +41.9% |
| YTD | +31.2% | -6.6% | +37.8% | +30.7% |
| 1Y | +22.1% | +9.5% | +12.6% | +18.7% |
| 3Y | +12.2% | +208.4% | -196.2% | -13.2% |
| All | +12.2% | +206.1% | -193.9% | -13.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling