-65.8%
ETSY vs TROW
-39.3%
-26.4%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.2% | +2.8% | +2.6% |
| 7D | -4.9% | -3.2% | -1.7% | -2.4% |
| 30D | -8.6% | -4.6% | -4.0% | -5.0% |
| 3M | +4.8% | -0.7% | +5.4% | +4.7% |
| 6M | +38.1% | +22.2% | +15.9% | +15.8% |
| YTD | +31.2% | +6.6% | +24.6% | +22.7% |
| 1Y | +22.1% | +5.8% | +16.3% | +14.9% |
| 3Y | +12.2% | +11.6% | +0.6% | -4.2% |
| All | -65.8% | -39.3% | -26.4% | -49.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling