+12.2%
ETSY vs EOSE
+42.6%
-30.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.0% | +2.6% | +1.7% |
| 7D | -4.9% | +1.8% | -6.7% | -5.0% |
| 30D | -8.6% | -6.8% | -1.8% | -8.6% |
| 3M | +4.8% | -36.3% | +41.1% | +6.2% |
| 6M | +38.1% | -38.8% | +76.9% | +39.2% |
| YTD | +31.2% | -65.5% | +96.8% | +34.5% |
| 1Y | +22.1% | -45.3% | +67.4% | +22.3% |
| 3Y | +12.2% | +44.2% | -31.9% | +7.2% |
| All | +12.2% | +42.6% | -30.3% | +7.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EOSE.
Daily Out/Under-Performance
Portfolio return minus EOSE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOSE 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 EOSE 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