-67.4%
ETSY vs TECH
-41.0%
-26.4%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | -1.0% | +0.1% | -1.2% | -1.1% |
| 30D | +7.3% | +0.5% | +6.8% | +7.1% |
| 3M | +10.3% | +1.1% | +9.2% | +9.8% |
| 6M | +55.1% | +62.8% | -7.8% | +20.2% |
| YTD | +60.5% | +24.5% | +36.1% | +37.6% |
| 1Y | +52.2% | +20.6% | +31.5% | +32.2% |
| 3Y | +40.8% | +29.5% | +11.3% | -0.1% |
| All | -67.4% | -41.0% | -26.4% | -52.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling