+196.7%
ETSY vs BN
+243.4%
-46.7%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.6% | +2.4% | +1.8% |
| 7D | -1.0% | -1.0% | 0.0% | -0.6% |
| 30D | +7.3% | +14.0% | -6.6% | -0.6% |
| 3M | +10.3% | -9.0% | +19.3% | +16.6% |
| 6M | +55.1% | -8.8% | +63.9% | +63.1% |
| YTD | +60.5% | -10.3% | +70.8% | +68.1% |
| 1Y | +52.2% | -5.8% | +58.0% | +54.6% |
| 3Y | +40.8% | +94.8% | -54.0% | -12.2% |
| 5Y | -67.3% | +31.5% | -98.8% | -73.9% |
| 10Y | +659.4% | +291.9% | +367.5% | +207.2% |
| All | +196.7% | +243.4% | -46.7% | +6.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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