+8.5%
ETSY vs FE
+48.5%
-40.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.7% | -4.1% | -4.6% |
| 7D | -10.9% | +0.6% | -11.6% | -11.1% |
| 30D | -14.9% | -2.1% | -12.7% | -14.2% |
| 3M | +5.8% | +2.6% | +3.2% | +5.1% |
| 6M | +29.1% | -6.8% | +35.9% | +32.1% |
| YTD | +31.3% | +6.9% | +24.5% | +27.8% |
| 1Y | +25.1% | +11.6% | +13.6% | +19.3% |
| 3Y | +8.5% | +47.7% | -39.2% | -12.1% |
| All | +8.5% | +48.5% | -40.0% | -12.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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