+142.7%
ETSY vs RGEN
+425.8%
-283.1%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.6% | -5.4% | -5.0% |
| 7D | -10.9% | -0.9% | -10.0% | -10.6% |
| 30D | -14.9% | +2.8% | -17.7% | -16.1% |
| 3M | +5.8% | +34.5% | -28.7% | -6.9% |
| 6M | +29.1% | +40.5% | -11.3% | +10.3% |
| YTD | +31.3% | +2.8% | +28.5% | +26.8% |
| 1Y | +25.1% | +39.6% | -14.5% | +5.8% |
| 3Y | +8.5% | +4.4% | +4.1% | -6.0% |
| 5Y | -66.1% | -42.8% | -23.3% | -64.1% |
| 10Y | +410.3% | +406.7% | +3.6% | +194.2% |
| All | +142.7% | +425.8% | -283.1% | +26.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded RGEN 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling