+50.4%
IEFA vs ETSY
-66.2%
+116.7%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.6% | -0.6% | +0.8% |
| 7D | -1.6% | -4.9% | +3.3% | -1.0% |
| 30D | -1.5% | -8.6% | +7.1% | -0.6% |
| 3M | +3.4% | +4.8% | -1.4% | +2.5% |
| 6M | +9.5% | +38.1% | -28.6% | +4.6% |
| YTD | +13.0% | +31.2% | -18.2% | +8.3% |
| 1Y | +18.0% | +22.1% | -4.1% | +13.2% |
| 3Y | +65.4% | +12.2% | +53.1% | +56.1% |
| All | +50.4% | -66.2% | +116.7% | +52.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling