+42.6%
ETSY vs ROIV
+351.4%
-308.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +4.6% | -6.3% | -2.6% |
| 7D | -4.3% | +13.3% | -17.7% | -6.8% |
| 30D | +15.3% | +14.8% | +0.5% | +12.0% |
| 3M | +3.4% | +11.9% | -8.5% | +0.3% |
| 6M | +37.4% | +42.4% | -5.0% | +24.7% |
| YTD | +59.5% | +87.4% | -27.9% | +34.0% |
| 1Y | +49.7% | +97.2% | -47.6% | +23.8% |
| 3Y | +42.6% | +375.7% | -333.1% | -16.0% |
| All | +42.6% | +351.4% | -308.8% | -16.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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