+170.6%
IWM vs ETSY
+146.8%
+23.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -6.7% | +7.0% | +1.4% |
| 7D | +0.1% | -8.5% | +8.6% | +1.5% |
| 30D | -1.3% | -10.9% | +9.6% | +0.4% |
| 3M | +1.6% | +14.1% | -12.5% | -1.0% |
| 6M | +13.6% | +37.5% | -23.9% | +6.7% |
| YTD | +20.8% | +38.0% | -17.3% | +12.9% |
| 1Y | +26.4% | +46.5% | -20.1% | +15.8% |
| 3Y | +60.7% | +2.5% | +58.2% | +52.3% |
| 5Y | +38.2% | -65.3% | +103.5% | +46.9% |
| 10Y | +169.5% | +451.6% | -282.1% | +94.8% |
| All | +170.6% | +146.8% | +23.8% | +90.9% |
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