+155.0%
ETSY vs IBB
+81.0%
+74.1%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.9% | -5.8% | -5.9% |
| 7D | -8.5% | +1.4% | -9.9% | -9.6% |
| 30D | -10.9% | +10.5% | -21.4% | -19.4% |
| 3M | +14.1% | +23.6% | -9.5% | -7.4% |
| 6M | +37.5% | +22.6% | +14.9% | +11.3% |
| YTD | +38.0% | +25.7% | +12.3% | +8.9% |
| 1Y | +46.5% | +51.4% | -4.8% | -3.4% |
| 3Y | +2.5% | +64.4% | -61.9% | -38.6% |
| 5Y | -65.3% | +22.1% | -87.4% | -71.8% |
| 10Y | +451.6% | +132.5% | +319.2% | +186.2% |
| All | +155.0% | +81.0% | +74.1% | +38.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling