+196.7%
ETSY vs GEN
+243.5%
-46.9%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.4% | -1.6% | -0.2% |
| 7D | -1.0% | +2.0% | -3.1% | -1.9% |
| 30D | +7.3% | +27.7% | -20.4% | -3.4% |
| 3M | +10.3% | +3.3% | +7.1% | +7.7% |
| 6M | +55.1% | +31.8% | +23.2% | +36.3% |
| YTD | +60.5% | +13.5% | +47.0% | +48.9% |
| 1Y | +52.2% | +16.0% | +36.1% | +39.7% |
| 3Y | +40.8% | +70.6% | -29.8% | +10.3% |
| 5Y | -67.3% | +32.1% | -99.4% | -72.1% |
| 10Y | +659.4% | +153.4% | +506.0% | +348.6% |
| All | +196.7% | +243.5% | -46.9% | +29.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling