-67.1%
ETSY vs IBB
+20.0%
-87.1%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.4% | -1.3% |
| 7D | -12.9% | -3.9% | -9.0% | -9.0% |
| 30D | -11.5% | +2.7% | -14.2% | -14.7% |
| 3M | +3.5% | +21.4% | -17.8% | -17.4% |
| 6M | +27.6% | +20.1% | +7.6% | +1.8% |
| YTD | +28.4% | +21.9% | +6.5% | -0.1% |
| 1Y | +27.1% | +44.1% | -17.0% | -19.5% |
| 3Y | +6.0% | +63.4% | -57.3% | -45.3% |
| 5Y | -67.1% | +19.8% | -86.9% | -74.5% |
| All | -67.1% | +20.0% | -87.1% | -74.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling