+165.3%
IWM vs ETSY
+423.3%
-258.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.6% | -1.6% | -1.1% |
| 7D | -2.5% | -12.7% | +10.2% | -0.2% |
| 30D | -4.4% | -9.9% | +5.5% | -2.8% |
| 3M | +2.2% | +4.2% | -1.9% | +0.9% |
| 6M | +14.0% | +34.2% | -20.2% | +6.8% |
| YTD | +17.4% | +29.1% | -11.8% | +10.1% |
| 1Y | +22.9% | +23.8% | -0.9% | +15.0% |
| 3Y | +62.1% | +6.6% | +55.4% | +51.3% |
| 5Y | +38.2% | -67.0% | +105.2% | +49.8% |
| All | +165.3% | +423.3% | -258.1% | +82.8% |
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