-67.4%
ETSY vs GEN
+33.3%
-100.7%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.4% | -1.6% | -0.4% |
| 7D | -1.0% | +2.0% | -3.1% | -2.1% |
| 30D | +7.3% | +27.7% | -20.4% | -5.4% |
| 3M | +10.3% | +3.3% | +7.1% | +7.4% |
| 6M | +55.1% | +31.8% | +23.2% | +32.3% |
| YTD | +60.5% | +13.5% | +47.0% | +46.7% |
| 1Y | +52.2% | +16.0% | +36.1% | +37.3% |
| 3Y | +40.8% | +70.6% | -29.8% | +2.5% |
| All | -67.4% | +33.3% | -100.7% | -75.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling