+8.5%
ETSY vs RY
+159.6%
-151.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.8% | -4.1% | -4.4% |
| 7D | -10.9% | +2.7% | -13.6% | -12.2% |
| 30D | -14.9% | -1.0% | -13.9% | -14.5% |
| 3M | +5.8% | +7.6% | -1.9% | +0.9% |
| 6M | +29.1% | +29.5% | -0.3% | +9.5% |
| YTD | +31.3% | +24.2% | +7.2% | +14.3% |
| 1Y | +25.1% | +46.4% | -21.3% | -2.4% |
| 3Y | +8.5% | +159.4% | -150.9% | -42.4% |
| All | +8.5% | +159.6% | -151.1% | -42.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling