+8.5%
ETSY vs RBA
+29.1%
-20.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -2.0% | -2.8% | -4.2% |
| 7D | -10.9% | -1.1% | -9.9% | -10.6% |
| 30D | -14.9% | -13.2% | -1.7% | -11.0% |
| 3M | +5.8% | -21.4% | +27.2% | +13.4% |
| 6M | +29.1% | -20.9% | +50.0% | +37.9% |
| YTD | +31.3% | -19.9% | +51.2% | +39.7% |
| 1Y | +25.1% | -28.7% | +53.8% | +38.1% |
| 3Y | +8.5% | +27.4% | -18.9% | -0.5% |
| All | +8.5% | +29.1% | -20.6% | -0.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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