+46.5%
ETSY vs XHB
-9.3%
+55.8%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.0% | -7.7% | -7.2% |
| 7D | -8.5% | -1.3% | -7.2% | -7.9% |
| 30D | -10.9% | -6.9% | -4.0% | -7.5% |
| 3M | +14.1% | -1.3% | +15.4% | +14.5% |
| 6M | +37.5% | -6.8% | +44.3% | +42.6% |
| YTD | +38.0% | +0.7% | +37.3% | +33.1% |
| 1Y | +46.5% | -11.2% | +57.8% | +71.1% |
| All | +46.5% | -9.3% | +55.8% | +71.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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