+22.1%
ETSY vs RGEN
+38.7%
-16.6%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.3% | +1.6% |
| 7D | -4.9% | -1.4% | -3.5% | -4.6% |
| 30D | -8.6% | -0.3% | -8.3% | -8.8% |
| 3M | +4.8% | +23.9% | -19.1% | -1.7% |
| 6M | +38.1% | +38.5% | -0.4% | +24.8% |
| YTD | +31.2% | +0.8% | +30.4% | +30.4% |
| 1Y | +22.1% | +38.2% | -16.1% | +26.0% |
| All | +22.1% | +38.7% | -16.6% | +26.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling