+50.4%
FERG vs ETSY
+8.1%
+42.3%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.6% | -0.9% | +0.5% |
| 7D | -2.6% | -4.9% | +2.3% | -1.9% |
| 30D | -8.9% | -8.6% | -0.3% | -7.9% |
| 3M | -2.0% | +4.8% | -6.8% | -3.2% |
| 6M | -3.2% | +38.1% | -41.3% | -8.9% |
| YTD | +1.5% | +31.2% | -29.7% | -4.1% |
| 1Y | +0.5% | +22.1% | -21.6% | -5.1% |
| 3Y | +50.4% | +12.2% | +38.2% | +37.6% |
| All | +50.4% | +8.1% | +42.3% | +37.6% |
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