+9.8%
ETSY vs IBB
+63.1%
-53.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.4% | -1.7% |
| 7D | -12.9% | -3.9% | -9.0% | -10.5% |
| 30D | -11.5% | +2.7% | -14.2% | -13.4% |
| 3M | +3.5% | +21.4% | -17.8% | -10.1% |
| 6M | +27.6% | +20.1% | +7.6% | +11.0% |
| YTD | +28.4% | +21.9% | +6.5% | +10.1% |
| 1Y | +27.1% | +44.1% | -17.0% | -4.8% |
| All | +9.8% | +63.1% | -53.3% | -26.9% |
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