+9.8%
ETSY vs BUD
+44.4%
-34.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.2% | 0.0% | -1.7% |
| 7D | -12.9% | -1.3% | -11.6% | -12.6% |
| 30D | -11.5% | -6.1% | -5.3% | -10.0% |
| 3M | +3.5% | -3.8% | +7.3% | +4.5% |
| 6M | +27.6% | +8.2% | +19.5% | +24.4% |
| YTD | +28.4% | +23.6% | +4.8% | +18.8% |
| 1Y | +27.1% | +33.4% | -6.4% | +14.4% |
| All | +9.8% | +44.4% | -34.6% | -4.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling