+65.2%
ETSY vs ETR
+18.4%
+46.8%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +2.7% | +4.4% | +7.0% |
| 7D | +4.2% | +3.7% | +0.5% | +4.1% |
| 30D | +35.8% | +11.0% | +24.8% | +35.6% |
| 3M | +11.4% | +3.4% | +7.9% | +10.9% |
| 6M | +50.3% | -3.3% | +53.6% | +49.1% |
| YTD | +73.6% | +23.3% | +50.3% | +65.7% |
| 1Y | +65.2% | +19.2% | +46.0% | +59.3% |
| All | +65.2% | +18.4% | +46.8% | +59.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ETR.
Daily Out/Under-Performance
Portfolio return minus ETR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETR 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 ETR 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