+12.2%
ETSY vs TECH
+1.2%
+11.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.6% | +1.6% |
| 7D | -4.9% | -0.4% | -4.5% | -4.8% |
| 30D | -8.6% | 0.0% | -8.6% | -8.6% |
| 3M | +4.8% | +33.7% | -28.9% | -3.8% |
| 6M | +38.1% | +34.9% | +3.2% | +24.2% |
| YTD | +31.2% | +23.2% | +8.1% | +21.5% |
| 1Y | +22.1% | +36.3% | -14.2% | +8.9% |
| 3Y | +12.2% | +2.3% | +10.0% | +8.6% |
| All | +12.2% | +1.2% | +11.0% | +8.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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