+142.7%
ETSY vs RMD
+248.3%
-105.5%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -3.2% | -1.6% | -3.3% |
| 7D | -10.9% | -4.5% | -6.5% | -8.9% |
| 30D | -14.9% | +4.6% | -19.5% | -16.9% |
| 3M | +5.8% | +14.8% | -9.0% | -1.9% |
| 6M | +29.1% | -12.1% | +41.2% | +35.6% |
| YTD | +31.3% | -7.5% | +38.8% | +34.1% |
| 1Y | +25.1% | -20.1% | +45.2% | +36.9% |
| 3Y | +8.5% | +53.9% | -45.4% | -20.4% |
| 5Y | -66.1% | -22.2% | -43.9% | -64.4% |
| 10Y | +410.3% | +268.2% | +142.1% | +155.4% |
| All | +142.7% | +248.3% | -105.5% | +13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 all: compounded portfolio wealth divided by compounded RMD 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…
all analysis · Full analysis span regression · 6 months rolling