+65.2%
ETSY vs BDX
+54.0%
+11.2%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +5.6% | +1.5% | +5.8% |
| 7D | +4.2% | +7.2% | -3.0% | +2.7% |
| 30D | +35.8% | +15.8% | +20.0% | +32.4% |
| 3M | +11.4% | +23.7% | -12.3% | +7.9% |
| 6M | +50.3% | +44.8% | +5.4% | +44.1% |
| YTD | +73.6% | +39.8% | +33.8% | +59.1% |
| 1Y | +65.2% | +52.3% | +12.8% | +39.8% |
| All | +65.2% | +54.0% | +11.2% | +39.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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