+65.2%
ETSY vs RIO
+29.3%
+35.8%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +3.6% | +3.5% | +7.1% |
| 7D | +4.2% | -1.6% | +5.8% | +4.0% |
| 30D | +35.8% | -11.6% | +47.4% | +34.8% |
| 3M | +11.4% | -12.7% | +24.1% | +10.5% |
| 6M | +50.3% | -12.4% | +62.7% | +49.9% |
| YTD | +73.6% | +11.0% | +62.6% | +62.2% |
| 1Y | +65.2% | +30.8% | +34.3% | +32.2% |
| All | +65.2% | +29.3% | +35.8% | +32.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 RIO 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