+662.6%
ETSY vs GEN
+152.9%
+509.7%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.4% | -1.6% | -0.1% |
| 7D | -1.0% | +2.0% | -3.1% | -1.9% |
| 30D | +7.3% | +27.7% | -20.4% | -3.0% |
| 3M | +10.3% | +3.3% | +7.1% | +7.9% |
| 6M | +55.1% | +31.8% | +23.2% | +37.1% |
| YTD | +60.5% | +13.5% | +47.0% | +49.4% |
| 1Y | +52.2% | +16.0% | +36.1% | +40.3% |
| 3Y | +40.8% | +70.6% | -29.8% | +11.8% |
| 5Y | -67.3% | +32.1% | -99.4% | -71.8% |
| All | +662.6% | +152.9% | +509.7% | +356.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling