+42.6%
ETSY vs RACE
+26.8%
+15.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.7% | -2.3% | -1.8% |
| 7D | -4.3% | +3.9% | -8.3% | -5.2% |
| 30D | +15.3% | +7.4% | +7.9% | +13.4% |
| 3M | +3.4% | +1.6% | +1.8% | +2.9% |
| 6M | +37.4% | +23.3% | +14.1% | +30.1% |
| YTD | +59.5% | +14.7% | +44.9% | +52.8% |
| 1Y | +49.7% | +2.5% | +47.1% | +47.8% |
| 3Y | +42.6% | +28.0% | +14.6% | +19.7% |
| All | +42.6% | +26.8% | +15.8% | +19.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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