+24.0%
IJR vs ETSY
+47.8%
-23.8%
-8.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -6.7% | +7.1% | +1.0% |
| 7D | -0.2% | -8.5% | +8.3% | +0.7% |
| 30D | -2.4% | -10.9% | +8.5% | -1.4% |
| 3M | +3.9% | +14.1% | -10.2% | +2.1% |
| 6M | +12.4% | +37.5% | -25.1% | +7.5% |
| YTD | +21.5% | +38.0% | -16.5% | +16.2% |
| 1Y | +24.0% | +46.5% | -22.6% | +19.1% |
| All | +24.0% | +47.8% | -23.8% | +19.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling