-65.8%
ETSY vs TRI
-10.0%
-55.8%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.7% | -0.1% | +0.9% |
| 7D | -4.9% | -7.9% | +3.0% | -1.4% |
| 30D | -8.6% | -4.5% | -4.1% | -6.7% |
| 3M | +4.8% | +22.1% | -17.3% | -5.4% |
| 6M | +38.1% | -2.8% | +40.9% | +37.1% |
| YTD | +31.2% | -23.4% | +54.7% | +48.8% |
| 1Y | +22.1% | -41.5% | +63.6% | +65.0% |
| 3Y | +12.2% | -19.2% | +31.5% | -3.3% |
| All | -65.8% | -10.0% | -55.8% | -77.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling