+70.2%
IWM vs ETSY
+40.2%
+30.0%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.6% | -1.6% |
| 7D | +2.8% | -3.5% | +6.3% | +3.3% |
| 30D | +0.6% | +11.4% | -10.7% | -1.2% |
| 3M | -7.8% | +10.9% | -18.7% | -9.7% |
| 6M | -1.0% | +53.5% | -54.5% | -8.7% |
| YTD | +13.9% | +59.3% | -45.4% | +3.2% |
| 1Y | +15.4% | +38.2% | -22.7% | +7.3% |
| All | +70.2% | +40.2% | +30.0% | +45.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling