+284.0%
FITB vs ETSY
+431.9%
-147.8%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.6% | -1.1% | +0.3% |
| 7D | -0.3% | -4.9% | +4.6% | +0.4% |
| 30D | -5.7% | -8.6% | +3.0% | -4.6% |
| 3M | +3.2% | +4.8% | -1.6% | +2.1% |
| 6M | +23.4% | +38.1% | -14.7% | +17.0% |
| YTD | +18.8% | +31.2% | -12.5% | +13.0% |
| 1Y | +25.0% | +22.1% | +2.9% | +19.2% |
| 3Y | +131.2% | +12.2% | +119.0% | +118.5% |
| 5Y | +70.7% | -66.5% | +137.2% | +78.0% |
| All | +284.0% | +431.9% | -147.8% | +185.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling