+54.8%
ETSY vs EQX
+232.0%
-177.2%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.6% | 0.0% | +1.4% |
| 7D | -4.9% | -3.2% | -1.7% | -4.5% |
| 30D | -8.6% | +7.8% | -16.4% | -9.6% |
| 3M | +4.8% | +21.3% | -16.6% | +1.9% |
| 6M | +38.1% | -22.4% | +60.5% | +40.8% |
| YTD | +31.2% | -11.3% | +42.6% | +30.7% |
| 1Y | +22.1% | +13.5% | +8.6% | +16.9% |
| 3Y | +12.2% | +162.1% | -149.9% | -7.8% |
| 5Y | -66.5% | +84.2% | -150.7% | -72.5% |
| All | +54.8% | +232.0% | -177.2% | +52.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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