+8.5%
ETSY vs ROIV
+253.6%
-245.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +18.8% | -23.6% | -7.6% |
| 7D | -10.9% | +20.2% | -31.1% | -13.8% |
| 30D | -14.9% | +14.1% | -29.0% | -16.9% |
| 3M | +5.8% | +45.6% | -39.8% | -1.4% |
| 6M | +29.1% | +44.1% | -15.0% | +20.1% |
| YTD | +31.3% | +91.2% | -59.8% | +15.8% |
| 1Y | +25.1% | +221.3% | -196.2% | +0.5% |
| 3Y | +8.5% | +229.2% | -220.7% | -19.5% |
| All | +8.5% | +253.6% | -245.1% | -19.5% |
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