+12.2%
ETSY vs FIVN
-55.2%
+67.5%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.4% | +0.3% | +1.3% |
| 7D | -4.9% | -7.8% | +2.9% | -2.7% |
| 30D | -8.6% | -1.7% | -6.9% | -8.3% |
| 3M | +4.8% | +47.2% | -42.4% | -7.1% |
| 6M | +38.1% | +82.7% | -44.6% | +11.3% |
| YTD | +31.2% | +52.9% | -21.7% | +11.2% |
| 1Y | +22.1% | +17.5% | +4.6% | +11.8% |
| 3Y | +12.2% | -55.8% | +68.1% | +36.1% |
| All | +12.2% | -55.2% | +67.5% | +36.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 FIVN 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