+12.2%
ETSY vs AZO
+10.0%
+2.2%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.8% | +1.7% |
| 7D | -4.9% | -3.6% | -1.3% | -4.4% |
| 30D | -8.6% | -5.6% | -3.1% | -7.9% |
| 3M | +4.8% | -6.6% | +11.4% | +5.7% |
| 6M | +38.1% | -22.5% | +60.6% | +42.1% |
| YTD | +31.2% | -15.2% | +46.4% | +32.6% |
| 1Y | +22.1% | -33.9% | +56.0% | +30.0% |
| 3Y | +12.2% | +11.8% | +0.4% | +5.6% |
| All | +12.2% | +10.0% | +2.2% | +5.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling