+46.5%
ETSY vs AU
+100.5%
-53.9%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -2.3% | -4.4% | -6.5% |
| 7D | -8.5% | -3.6% | -4.8% | -8.2% |
| 30D | -10.9% | +23.9% | -34.8% | -12.5% |
| 3M | +14.1% | +19.1% | -5.0% | +12.3% |
| 6M | +37.5% | -0.2% | +37.6% | +36.7% |
| YTD | +38.0% | +32.5% | +5.5% | +32.5% |
| 1Y | +46.5% | +96.9% | -50.4% | +32.6% |
| All | +46.5% | +100.5% | -53.9% | +32.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 1y: compounded portfolio wealth divided by compounded AU 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…
1y analysis · Full analysis span regression · 6 months rolling