+8.5%
ETSY vs EXPD
+66.3%
-57.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -1.5% | -3.3% | -4.4% |
| 7D | -10.9% | -0.9% | -10.0% | -10.7% |
| 30D | -14.9% | +4.1% | -18.9% | -15.9% |
| 3M | +5.8% | +13.8% | -8.0% | +1.8% |
| 6M | +29.1% | +27.3% | +1.8% | +20.0% |
| YTD | +31.3% | +25.4% | +5.9% | +22.1% |
| 1Y | +25.1% | +54.4% | -29.3% | +8.3% |
| 3Y | +8.5% | +67.9% | -59.4% | -12.8% |
| All | +8.5% | +66.3% | -57.8% | -12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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