+424.6%
ETSY vs TRI
+196.2%
+228.4%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.7% | -0.1% | +0.7% |
| 7D | -4.9% | -7.9% | +3.0% | -0.6% |
| 30D | -8.6% | -4.5% | -4.1% | -6.4% |
| 3M | +4.8% | +22.1% | -17.3% | -7.9% |
| 6M | +38.1% | -2.8% | +40.9% | +36.1% |
| YTD | +31.2% | -23.4% | +54.7% | +47.8% |
| 1Y | +22.1% | -41.5% | +63.6% | +64.8% |
| 3Y | +12.2% | -19.2% | +31.5% | +8.7% |
| 5Y | -66.5% | -9.4% | -57.1% | -70.7% |
| All | +424.6% | +196.2% | +228.4% | +130.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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