+8.5%
ETSY vs IWD
+71.7%
-63.2%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.8% | -4.0% | -3.7% |
| 7D | -10.9% | -0.2% | -10.8% | -10.6% |
| 30D | -14.9% | -0.8% | -14.1% | -13.9% |
| 3M | +5.8% | +8.0% | -2.2% | -4.6% |
| 6M | +29.1% | +18.2% | +10.9% | +2.5% |
| YTD | +31.3% | +22.3% | +9.0% | -0.6% |
| 1Y | +25.1% | +28.9% | -3.8% | -11.5% |
| 3Y | +8.5% | +71.5% | -63.1% | -52.3% |
| All | +8.5% | +71.7% | -63.2% | -52.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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