+421.9%
ETSY vs ALLY
+178.1%
+243.9%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.1% | -1.2% | -1.8% |
| 7D | -12.9% | -1.9% | -10.9% | -12.1% |
| 30D | -11.5% | -4.5% | -7.0% | -9.8% |
| 3M | +3.5% | -2.8% | +6.4% | +4.6% |
| 6M | +27.6% | +10.3% | +17.3% | +22.0% |
| YTD | +28.4% | -5.7% | +34.1% | +30.8% |
| 1Y | +27.1% | +3.9% | +23.1% | +24.1% |
| 3Y | +6.0% | +64.7% | -58.7% | -17.8% |
| 5Y | -67.1% | -2.6% | -64.6% | -69.3% |
| 10Y | +421.9% | +186.0% | +235.9% | +209.2% |
| All | +421.9% | +178.1% | +243.9% | +209.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 10y: compounded portfolio wealth divided by compounded ALLY 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…
10y analysis · Full analysis span regression · 6 months rolling