+196.7%
ETSY vs BUD
-12.1%
+208.7%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | +0.5% |
| 7D | -1.0% | +1.0% | -2.0% | -1.4% |
| 30D | +7.3% | +6.7% | +0.6% | +5.3% |
| 3M | +10.3% | +5.7% | +4.6% | +8.5% |
| 6M | +55.1% | +5.8% | +49.2% | +52.2% |
| YTD | +60.5% | +34.4% | +26.1% | +45.6% |
| 1Y | +52.2% | +33.3% | +18.9% | +38.3% |
| 3Y | +40.8% | +48.8% | -8.0% | +22.8% |
| 5Y | -67.3% | +52.5% | -119.8% | -71.8% |
| 10Y | +659.4% | -4.0% | +663.4% | +607.6% |
| All | +196.7% | -12.1% | +208.7% | +172.3% |
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