+421.9%
ETSY vs ALLE
+146.0%
+276.0%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.8% | +0.5% | -0.5% |
| 7D | -12.9% | -2.2% | -10.7% | -11.7% |
| 30D | -11.5% | -8.3% | -3.1% | -6.6% |
| 3M | +3.5% | +16.3% | -12.7% | -6.7% |
| 6M | +27.6% | +1.8% | +25.8% | +24.6% |
| YTD | +28.4% | -3.9% | +32.4% | +29.4% |
| 1Y | +27.1% | -10.0% | +37.1% | +33.6% |
| 3Y | +6.0% | +45.8% | -39.8% | -20.1% |
| 5Y | -67.1% | +13.3% | -80.4% | -71.4% |
| 10Y | +421.9% | +155.3% | +266.6% | +185.8% |
| All | +421.9% | +146.0% | +276.0% | +185.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded ALLE 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling