+416.1%
ETSY vs BUD
-22.8%
+439.0%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.7% |
| 7D | -12.7% | -3.2% | -9.5% | -11.9% |
| 30D | -9.9% | -3.7% | -6.3% | -8.9% |
| 3M | +4.2% | -4.4% | +8.6% | +5.5% |
| 6M | +34.2% | +7.7% | +26.5% | +30.6% |
| YTD | +29.1% | +23.1% | +6.1% | +20.4% |
| 1Y | +23.8% | +33.6% | -9.8% | +12.7% |
| 3Y | +6.6% | +44.7% | -38.1% | -6.1% |
| 5Y | -67.0% | +44.9% | -111.9% | -71.1% |
| All | +416.1% | -22.8% | +439.0% | +423.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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