-37.9%
ETSY vs BAM
+88.1%
-126.1%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.3% | -0.9% | -1.6% |
| 7D | -3.7% | +5.0% | -8.7% | -5.7% |
| 30D | +12.8% | +16.6% | -3.8% | +5.8% |
| 3M | +7.6% | +2.2% | +5.4% | +6.3% |
| 6M | +34.4% | +9.7% | +24.7% | +28.4% |
| YTD | +56.0% | +5.2% | +50.8% | +50.5% |
| 1Y | +43.6% | +3.9% | +39.7% | +39.5% |
| 3Y | +36.8% | +91.5% | -54.8% | +0.8% |
| All | -37.9% | +88.1% | -126.1% | -54.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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