+12.2%
ETSY vs TROW
+11.3%
+0.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.2% | +2.8% | +2.3% |
| 7D | -4.9% | -3.2% | -1.7% | -3.1% |
| 30D | -8.6% | -4.6% | -4.0% | -6.1% |
| 3M | +4.8% | -0.7% | +5.4% | +4.9% |
| 6M | +38.1% | +22.2% | +15.9% | +22.2% |
| YTD | +31.2% | +6.6% | +24.6% | +25.5% |
| 1Y | +22.1% | +5.8% | +16.3% | +17.4% |
| 3Y | +12.2% | +11.6% | +0.6% | +5.9% |
| All | +12.2% | +11.3% | +0.9% | +5.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 3y: compounded portfolio wealth divided by compounded TROW 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…
3y analysis · Full analysis span regression · 6 months rolling