+10.4%
ETSY vs BBWI
-48.6%
+59.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.5% | +2.0% | +0.9% |
| 7D | -12.7% | -8.0% | -4.7% | -10.9% |
| 30D | -9.9% | -6.6% | -3.3% | -8.7% |
| 3M | +4.2% | -2.7% | +6.9% | +4.1% |
| 6M | +34.2% | -12.8% | +47.0% | +36.4% |
| YTD | +29.1% | -10.5% | +39.6% | +29.8% |
| 1Y | +23.8% | -35.3% | +59.2% | +35.5% |
| All | +10.4% | -48.6% | +59.0% | +16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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