+39.8%
ETSY vs IBB
+91.0%
-51.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.4% | +1.7% | +1.9% |
| 7D | -8.2% | -1.4% | -6.8% | -7.4% |
| 30D | +14.8% | +6.8% | +8.0% | +10.3% |
| 3M | +11.2% | +9.2% | +1.9% | +4.4% |
| 6M | +47.6% | +28.3% | +19.3% | +23.5% |
| YTD | +59.4% | +29.4% | +30.0% | +31.7% |
| 1Y | +38.6% | +33.2% | +5.4% | +11.7% |
| All | +39.8% | +91.0% | -51.3% | -18.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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