+12.2%
ETSY vs BRO
-7.6%
+19.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.8% | +1.7% |
| 7D | -4.9% | -7.3% | +2.4% | -2.3% |
| 30D | -8.6% | -6.9% | -1.8% | -6.2% |
| 3M | +4.8% | +10.7% | -5.9% | +1.5% |
| 6M | +38.1% | -2.7% | +40.8% | +39.5% |
| YTD | +31.2% | -16.3% | +47.6% | +38.7% |
| 1Y | +22.1% | -29.1% | +51.2% | +34.7% |
| 3Y | +12.2% | -7.8% | +20.1% | +22.6% |
| All | +12.2% | -7.6% | +19.9% | +22.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BRO.
Daily Out/Under-Performance
Portfolio return minus BRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRO 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 3y: compounded portfolio wealth divided by compounded BRO 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…
3y analysis · Full analysis span regression · 6 months rolling