+424.6%
ETSY vs BTI
+73.8%
+350.8%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.9% | +1.4% |
| 7D | -4.9% | -0.2% | -4.7% | -4.8% |
| 30D | -8.6% | -1.1% | -7.6% | -8.3% |
| 3M | +4.8% | -8.8% | +13.5% | +7.3% |
| 6M | +38.1% | -4.0% | +42.0% | +38.6% |
| YTD | +31.2% | +0.4% | +30.9% | +30.0% |
| 1Y | +22.1% | +1.9% | +20.2% | +20.3% |
| 3Y | +12.2% | +108.5% | -96.3% | -11.7% |
| 5Y | -66.5% | +118.5% | -185.0% | -74.3% |
| All | +424.6% | +73.8% | +350.8% | +303.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 10y: compounded portfolio wealth divided by compounded BTI 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…
10y analysis · Full analysis span regression · 6 months rolling