+11.7%
IR vs ETSY
+42.1%
-30.4%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.3% |
| 7D | +2.5% | -1.0% | +3.6% | +2.6% |
| 30D | +9.2% | +7.3% | +1.8% | +8.5% |
| 3M | +0.9% | +10.3% | -9.4% | 0.0% |
| 6M | +19.2% | +55.1% | -35.8% | +13.9% |
| YTD | +7.5% | +60.5% | -53.1% | +2.0% |
| 1Y | +11.7% | +52.2% | -40.5% | +7.1% |
| All | +11.7% | +42.1% | -30.4% | +7.1% |
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