+12.2%
ETSY vs XHB
+23.1%
-10.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.6% | 0.0% | +0.7% |
| 7D | -4.9% | -4.6% | -0.3% | -2.2% |
| 30D | -8.6% | -9.1% | +0.5% | -3.4% |
| 3M | +4.8% | -8.6% | +13.3% | +10.1% |
| 6M | +38.1% | -4.0% | +42.1% | +39.6% |
| YTD | +31.2% | -3.9% | +35.2% | +32.0% |
| 1Y | +22.1% | -16.5% | +38.6% | +34.5% |
| 3Y | +12.2% | +22.6% | -10.3% | -9.5% |
| All | +12.2% | +23.1% | -10.8% | -9.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling