+653.5%
ETSY vs RY
+354.4%
+299.1%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.6% | -4.4% | -4.2% |
| 7D | -3.7% | -0.6% | -3.2% | -3.2% |
| 30D | +12.8% | +6.1% | +6.6% | +8.5% |
| 3M | +7.6% | -3.4% | +11.0% | +10.0% |
| 6M | +34.4% | +12.8% | +21.6% | +22.9% |
| YTD | +56.0% | +21.0% | +35.0% | +35.0% |
| 1Y | +43.6% | +40.5% | +3.1% | +11.5% |
| 3Y | +36.8% | +159.9% | -123.1% | -32.7% |
| 5Y | -65.2% | +125.0% | -190.2% | -80.8% |
| 10Y | +653.5% | +350.6% | +302.9% | +155.6% |
| All | +653.5% | +354.4% | +299.1% | +155.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 10y: compounded portfolio wealth divided by compounded RY 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…
10y analysis · Full analysis span regression · 6 months rolling