+10.4%
ETSY vs PEG
+32.0%
-21.5%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.7% | +0.6% |
| 7D | -12.7% | -0.9% | -11.8% | -12.5% |
| 30D | -9.9% | -2.8% | -7.2% | -9.2% |
| 3M | +4.2% | -6.9% | +11.1% | +6.4% |
| 6M | +34.2% | -11.4% | +45.6% | +38.7% |
| YTD | +29.1% | -7.4% | +36.5% | +31.0% |
| 1Y | +23.8% | -8.3% | +32.1% | +25.7% |
| All | +10.4% | +32.0% | -21.5% | -11.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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