+12.2%
ETSY vs JAAA
+19.0%
-6.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.6% | +1.4% |
| 7D | -4.9% | +0.1% | -5.0% | -5.1% |
| 30D | -8.6% | +0.5% | -9.2% | -10.2% |
| 3M | +4.8% | +1.3% | +3.5% | +0.5% |
| 6M | +38.1% | +2.8% | +35.3% | +26.4% |
| YTD | +31.2% | +3.3% | +28.0% | +18.3% |
| 1Y | +22.1% | +4.9% | +17.2% | +4.8% |
| 3Y | +12.2% | +19.0% | -6.7% | -13.1% |
| All | +12.2% | +19.0% | -6.7% | -13.1% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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