+65.2%
ETSY vs AZO
-7.5%
+72.6%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +3.9% | +3.2% | +6.5% |
| 7D | +4.2% | +5.3% | -1.1% | +3.4% |
| 30D | +35.8% | +18.4% | +17.3% | +33.4% |
| 3M | +11.4% | +9.8% | +1.5% | +9.8% |
| 6M | +50.3% | -4.5% | +54.8% | +46.0% |
| YTD | +73.6% | -1.9% | +75.5% | +70.6% |
| 1Y | +65.2% | -9.5% | +74.7% | +58.2% |
| All | +65.2% | -7.5% | +72.6% | +58.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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