+8.5%
ETSY vs RACE
+39.3%
-30.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -1.0% | -3.8% | -4.6% |
| 7D | -10.9% | -1.0% | -9.9% | -10.7% |
| 30D | -14.9% | -1.5% | -13.3% | -14.6% |
| 3M | +5.8% | +15.5% | -9.7% | +1.8% |
| 6M | +29.1% | +17.3% | +11.8% | +23.4% |
| YTD | +31.3% | +11.1% | +20.2% | +26.7% |
| 1Y | +25.1% | -14.3% | +39.4% | +28.7% |
| 3Y | +8.5% | +40.2% | -31.7% | -13.8% |
| All | +8.5% | +39.3% | -30.8% | -13.8% |
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