+416.1%
ETSY vs EMB
+30.4%
+385.7%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.8% | +1.4% | +2.0% |
| 7D | -12.7% | -1.1% | -11.6% | -11.0% |
| 30D | -9.9% | -1.1% | -8.9% | -8.2% |
| 3M | +4.2% | -0.8% | +4.9% | +5.8% |
| 6M | +34.2% | -0.1% | +34.2% | +34.7% |
| YTD | +29.1% | +0.4% | +28.7% | +28.5% |
| 1Y | +23.8% | +3.3% | +20.5% | +17.6% |
| 3Y | +6.6% | +29.0% | -22.4% | -31.0% |
| 5Y | -67.0% | +6.3% | -73.3% | -70.3% |
| All | +416.1% | +30.4% | +385.7% | +265.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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