+65.2%
ETSY vs BURL
-4.6%
+69.7%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +7.7% | -0.6% | +5.4% |
| 7D | +4.2% | +10.4% | -6.2% | +2.1% |
| 30D | +35.8% | -4.9% | +40.7% | +36.8% |
| 3M | +11.4% | -29.8% | +41.1% | +18.3% |
| 6M | +50.3% | -16.5% | +66.7% | +53.0% |
| YTD | +73.6% | -10.5% | +84.1% | +75.3% |
| 1Y | +65.2% | -5.3% | +70.5% | +66.5% |
| All | +65.2% | -4.6% | +69.7% | +66.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BURL.
Daily Out/Under-Performance
Portfolio return minus BURL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BURL 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 1y: compounded portfolio wealth divided by compounded BURL 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…
1y analysis · Full analysis span regression · 6 months rolling