+142.7%
ETSY vs BEN
+10.9%
+131.8%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.2% | -4.6% | -4.7% |
| 7D | -10.9% | +4.7% | -15.6% | -13.0% |
| 30D | -14.9% | +2.6% | -17.5% | -16.1% |
| 3M | +5.8% | +11.5% | -5.7% | -0.3% |
| 6M | +29.1% | +35.3% | -6.2% | +10.0% |
| YTD | +31.3% | +48.6% | -17.3% | +6.5% |
| 1Y | +25.1% | +46.7% | -21.6% | +2.0% |
| 3Y | +8.5% | +57.0% | -48.5% | -16.8% |
| 5Y | -66.1% | +41.8% | -107.9% | -72.7% |
| 10Y | +410.3% | +55.2% | +355.1% | +259.3% |
| All | +142.7% | +10.9% | +131.8% | +84.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling