+424.6%
ETSY vs INDA
+84.7%
+339.9%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.7% | +0.9% |
| 7D | -4.9% | -2.7% | -2.2% | -2.9% |
| 30D | -8.6% | -2.8% | -5.9% | -6.7% |
| 3M | +4.8% | +1.6% | +3.1% | +3.4% |
| 6M | +38.1% | -1.4% | +39.5% | +39.5% |
| YTD | +31.2% | -10.1% | +41.4% | +42.1% |
| 1Y | +22.1% | -8.8% | +30.9% | +30.6% |
| 3Y | +12.2% | +7.6% | +4.6% | +4.4% |
| 5Y | -66.5% | +5.8% | -72.3% | -67.8% |
| All | +424.6% | +84.7% | +339.9% | +251.1% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 10y: compounded portfolio wealth divided by compounded INDA 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…
10y analysis · Full analysis span regression · 6 months rolling