+424.6%
ETSY vs TRU
+147.2%
+277.4%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.7% | +1.1% |
| 7D | -4.9% | -2.7% | -2.2% | -3.4% |
| 30D | -8.6% | -2.0% | -6.6% | -7.6% |
| 3M | +4.8% | +18.4% | -13.7% | -4.9% |
| 6M | +38.1% | +8.9% | +29.2% | +30.7% |
| YTD | +31.2% | -8.9% | +40.2% | +35.0% |
| 1Y | +22.1% | -15.9% | +38.0% | +30.2% |
| 3Y | +12.2% | -1.1% | +13.3% | +0.2% |
| 5Y | -66.5% | -35.2% | -31.3% | -61.3% |
| All | +424.6% | +147.2% | +277.4% | +191.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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