+49.5%
EWZ vs ETSY
+6.4%
+43.1%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.7% | +6.0% | -0.2% |
| 7D | +6.5% | -8.5% | +15.0% | +7.2% |
| 30D | +4.8% | -10.9% | +15.7% | +5.7% |
| 3M | +9.9% | +14.1% | -4.2% | +8.4% |
| 6M | +1.9% | +37.5% | -35.5% | -1.5% |
| YTD | +20.3% | +38.0% | -17.7% | +15.8% |
| 1Y | +35.6% | +46.5% | -10.9% | +28.5% |
| All | +49.5% | +6.4% | +43.1% | +39.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ETSY.
Daily Out/Under-Performance
Portfolio return minus ETSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETSY 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 ETSY 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