+21.8%
ETSY vs AS
+142.2%
-120.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +3.1% | -4.8% | -2.3% |
| 7D | -4.3% | +5.8% | -10.2% | -5.4% |
| 30D | +15.3% | +15.4% | -0.1% | +12.1% |
| 3M | +3.4% | -11.9% | +15.3% | +5.7% |
| 6M | +37.4% | -9.9% | +47.3% | +39.7% |
| YTD | +59.5% | -13.1% | +72.6% | +62.3% |
| 1Y | +49.7% | +9.9% | +39.8% | +45.2% |
| All | +21.8% | +142.2% | -120.5% | -0.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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