+9.8%
ETSY vs GEN
+57.6%
-47.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.2% | -2.1% | -2.2% |
| 7D | -12.9% | -2.9% | -10.0% | -11.6% |
| 30D | -11.5% | +2.1% | -13.5% | -12.4% |
| 3M | +3.5% | +19.7% | -16.2% | -5.3% |
| 6M | +27.6% | +33.3% | -5.6% | +9.8% |
| YTD | +28.4% | +11.1% | +17.3% | +20.8% |
| 1Y | +27.1% | +3.0% | +24.1% | +24.3% |
| All | +9.8% | +57.6% | -47.8% | -14.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling