+40.8%
ETSY vs EXEL
+230.5%
-189.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +2.0% | +1.1% |
| 7D | -1.0% | -0.8% | -0.2% | -0.9% |
| 30D | +7.3% | +13.1% | -5.8% | +4.1% |
| 3M | +10.3% | +36.3% | -26.0% | +2.0% |
| 6M | +55.1% | +34.5% | +20.5% | +43.8% |
| YTD | +60.5% | +57.4% | +3.1% | +42.6% |
| 1Y | +52.2% | +62.9% | -10.7% | +33.9% |
| 3Y | +40.8% | +229.5% | -188.7% | +4.9% |
| All | +40.8% | +230.5% | -189.7% | +4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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