+138.6%
ETSY vs TRI
+197.3%
-58.7%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.3% | +1.9% | +1.3% |
| 7D | -12.7% | -14.4% | +1.6% | -4.7% |
| 30D | -9.9% | -8.1% | -1.8% | -5.7% |
| 3M | +4.2% | +17.5% | -13.4% | -7.1% |
| 6M | +34.2% | -5.0% | +39.1% | +33.7% |
| YTD | +29.1% | -24.7% | +53.8% | +46.9% |
| 1Y | +23.8% | -41.5% | +65.3% | +67.6% |
| 3Y | +6.6% | -20.3% | +27.0% | +4.3% |
| 5Y | -67.0% | -10.9% | -56.1% | -70.6% |
| 10Y | +424.9% | +190.6% | +234.3% | +95.6% |
| All | +138.6% | +197.3% | -58.7% | -17.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling