-67.1%
ETSY vs ROIV
+319.8%
-386.9%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.8% | -3.0% | -2.4% |
| 7D | -12.9% | +22.3% | -35.2% | -16.1% |
| 30D | -11.5% | +16.9% | -28.3% | -14.1% |
| 3M | +3.5% | +43.9% | -40.4% | -3.2% |
| 6M | +27.6% | +41.6% | -14.0% | +19.4% |
| YTD | +28.4% | +92.7% | -64.3% | +13.6% |
| 1Y | +27.1% | +210.2% | -183.1% | +3.6% |
| 3Y | +6.0% | +231.8% | -225.8% | -16.3% |
| 5Y | -67.1% | +319.8% | -386.9% | -79.2% |
| All | -67.1% | +319.8% | -386.9% | -79.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling