-65.8%
ETSY vs ROIV
+433.0%
-498.8%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +4.6% | -6.3% | -2.5% |
| 7D | -4.3% | +13.3% | -17.7% | -6.6% |
| 30D | +15.3% | +14.8% | +0.5% | +12.3% |
| 3M | +3.4% | +11.9% | -8.5% | +0.4% |
| 6M | +37.4% | +42.4% | -5.0% | +26.7% |
| YTD | +59.5% | +87.4% | -27.9% | +38.8% |
| 1Y | +49.7% | +97.2% | -47.6% | +28.7% |
| 3Y | +42.6% | +375.7% | -333.1% | +2.0% |
| 5Y | -65.8% | +379.0% | -444.8% | -80.2% |
| All | -65.8% | +433.0% | -498.8% | -80.2% |
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