+12.2%
ETSY vs AJG
+8.2%
+4.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.2% | +2.9% | +2.0% |
| 7D | -4.9% | -8.3% | +3.4% | -2.4% |
| 30D | -8.6% | -5.7% | -3.0% | -6.8% |
| 3M | +4.8% | +9.1% | -4.3% | +2.3% |
| 6M | +38.1% | +15.2% | +22.9% | +32.5% |
| YTD | +31.2% | -6.3% | +37.5% | +32.4% |
| 1Y | +22.1% | -19.1% | +41.2% | +27.7% |
| 3Y | +12.2% | +8.2% | +4.0% | +7.4% |
| All | +12.2% | +8.2% | +4.1% | +7.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AJG.
Daily Out/Under-Performance
Portfolio return minus AJG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AJG 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 AJG 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