+142.7%
ETSY vs TECH
+212.3%
-69.6%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.2% | -4.7% | -4.7% |
| 7D | -10.9% | +0.2% | -11.1% | -11.0% |
| 30D | -14.9% | +0.1% | -15.0% | -14.9% |
| 3M | +5.8% | +37.5% | -31.7% | -12.8% |
| 6M | +29.1% | +34.6% | -5.5% | +3.7% |
| YTD | +31.3% | +23.5% | +7.9% | +10.1% |
| 1Y | +25.1% | +34.4% | -9.3% | -2.0% |
| 3Y | +8.5% | +2.3% | +6.2% | -8.0% |
| 5Y | -66.1% | -41.7% | -24.4% | -57.2% |
| 10Y | +410.3% | +177.6% | +232.7% | +152.2% |
| All | +142.7% | +212.3% | -69.6% | +5.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling