+155.0%
ETSY vs OVV
+30.6%
+124.5%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.7% | -5.0% | -6.5% |
| 7D | -8.5% | +0.3% | -8.7% | -8.5% |
| 30D | -10.9% | +11.7% | -22.6% | -12.2% |
| 3M | +14.1% | +9.8% | +4.3% | +12.4% |
| 6M | +37.5% | +26.6% | +10.9% | +32.7% |
| YTD | +38.0% | +67.0% | -29.0% | +28.3% |
| 1Y | +46.5% | +55.9% | -9.4% | +37.0% |
| 3Y | +2.5% | +45.5% | -43.0% | -4.7% |
| 5Y | -65.3% | +157.3% | -222.6% | -70.4% |
| 10Y | +451.6% | +65.0% | +386.6% | +349.9% |
| All | +155.0% | +30.6% | +124.5% | +60.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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