+65.2%
ETSY vs Z
-54.2%
+119.3%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +9.4% | -2.3% | +3.2% |
| 7D | +4.2% | +10.2% | -6.0% | +0.1% |
| 30D | +35.8% | +23.7% | +12.1% | +24.2% |
| 3M | +11.4% | -6.6% | +17.9% | +13.1% |
| 6M | +50.3% | -23.0% | +73.3% | +65.1% |
| YTD | +73.6% | -50.3% | +123.9% | +125.0% |
| 1Y | +65.2% | -53.6% | +118.7% | +117.1% |
| All | +65.2% | -54.2% | +119.3% | +117.1% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 Z 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