-67.1%
ETSY vs GEN
+20.0%
-87.1%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.2% | -2.1% | -2.2% |
| 7D | -12.9% | -2.9% | -10.0% | -11.5% |
| 30D | -11.5% | +2.1% | -13.5% | -12.4% |
| 3M | +3.5% | +19.7% | -16.2% | -5.9% |
| 6M | +27.6% | +33.3% | -5.6% | +8.7% |
| YTD | +28.4% | +11.1% | +17.3% | +19.9% |
| 1Y | +27.1% | +3.0% | +24.1% | +23.7% |
| 3Y | +6.0% | +57.9% | -51.8% | -18.6% |
| 5Y | -67.1% | +20.6% | -87.7% | -71.9% |
| All | -67.1% | +20.0% | -87.1% | -71.9% |
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