+142.5%
ETSY vs BRKR
+181.1%
-38.6%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.9% | +1.7% |
| 7D | -4.9% | -8.7% | +3.8% | -1.2% |
| 30D | -8.6% | -9.9% | +1.2% | -4.9% |
| 3M | +4.8% | -3.1% | +7.9% | +1.7% |
| 6M | +38.1% | +45.5% | -7.4% | +7.0% |
| YTD | +31.2% | +13.7% | +17.6% | +13.4% |
| 1Y | +22.1% | +67.4% | -45.3% | -14.8% |
| 3Y | +12.2% | -13.2% | +25.5% | +1.4% |
| 5Y | -66.5% | -39.5% | -27.0% | -63.3% |
| 10Y | +433.4% | +153.5% | +280.0% | +222.3% |
| All | +142.5% | +181.1% | -38.6% | +38.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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