+433.3%
IGV vs ETSY
+134.9%
+298.4%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.8% | +3.0% | -0.8% |
| 7D | -3.3% | -10.9% | +7.6% | -0.9% |
| 30D | 0.0% | -14.9% | +14.9% | +3.3% |
| 3M | +7.3% | +5.8% | +1.6% | +5.5% |
| 6M | +16.7% | +29.1% | -12.4% | +9.6% |
| YTD | -2.8% | +31.3% | -34.2% | -9.7% |
| 1Y | -6.7% | +25.1% | -31.8% | -13.4% |
| 3Y | +41.1% | +8.5% | +32.6% | +29.7% |
| 5Y | +22.0% | -66.1% | +88.1% | +35.6% |
| 10Y | +357.9% | +410.3% | -52.4% | +227.6% |
| All | +433.3% | +134.9% | +298.4% | +269.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling