+65.2%
ETSY vs BEN
+56.2%
+8.9%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +4.7% | +2.4% | +5.6% |
| 7D | +4.2% | +6.7% | -2.5% | +2.2% |
| 30D | +35.8% | +3.0% | +32.7% | +34.2% |
| 3M | +11.4% | -4.3% | +15.7% | +12.4% |
| 6M | +50.3% | +16.4% | +33.9% | +41.5% |
| YTD | +73.6% | +46.8% | +26.8% | +42.5% |
| 1Y | +65.2% | +57.3% | +7.8% | +31.2% |
| All | +65.2% | +56.2% | +8.9% | +31.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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