+10.4%
ETSY vs RGEN
+1.9%
+8.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.6% |
| 7D | -12.7% | -2.9% | -9.8% | -12.1% |
| 30D | -9.9% | -0.1% | -9.9% | -10.1% |
| 3M | +4.2% | +25.9% | -21.8% | -2.6% |
| 6M | +34.2% | +35.2% | -1.0% | +22.4% |
| YTD | +29.1% | +0.5% | +28.6% | +27.2% |
| 1Y | +23.8% | +37.0% | -13.2% | +12.2% |
| All | +10.4% | +1.9% | +8.6% | +4.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling