+65.2%
ETSY vs USFR
+4.1%
+61.1%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | 0.0% | +7.1% | +7.1% |
| 7D | +4.2% | +0.1% | +4.1% | +5.1% |
| 30D | +35.8% | +0.4% | +35.4% | +40.7% |
| 3M | +11.4% | +1.1% | +10.3% | +25.2% |
| 6M | +50.3% | +2.0% | +48.2% | +83.9% |
| YTD | +73.6% | +3.4% | +70.2% | +148.4% |
| 1Y | +65.2% | +4.1% | +61.1% | +164.6% |
| All | +65.2% | +4.1% | +61.1% | +164.6% |
Cumulative growth
Daily Returns
Daily percentage return beside USFR.
Daily Out/Under-Performance
Portfolio return minus USFR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFR 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 1y: compounded portfolio wealth divided by compounded USFR 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…
1y analysis · Full analysis span regression · 6 months rolling