+155.0%
ETSY vs BUD
-16.7%
+171.7%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.2% | -6.9% | -6.8% |
| 7D | -8.5% | +0.3% | -8.7% | -8.5% |
| 30D | -10.9% | -5.7% | -5.2% | -9.4% |
| 3M | +14.1% | +3.1% | +11.0% | +13.0% |
| 6M | +37.5% | +7.9% | +29.6% | +33.7% |
| YTD | +38.0% | +27.3% | +10.7% | +27.2% |
| 1Y | +46.5% | +37.8% | +8.7% | +31.9% |
| 3Y | +2.5% | +49.8% | -47.3% | -10.8% |
| 5Y | -65.3% | +43.8% | -109.1% | -69.7% |
| 10Y | +451.6% | -22.6% | +474.3% | +452.6% |
| All | +155.0% | -16.7% | +171.7% | +137.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling