+1,525.1%
JBL vs ETSY
+431.9%
+1,093.2%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +1.6% | +3.4% | +4.8% |
| 7D | +2.4% | -4.9% | +7.3% | +3.3% |
| 30D | -13.1% | -8.6% | -4.5% | -12.0% |
| 3M | -15.6% | +4.8% | -20.4% | -17.1% |
| 6M | +24.6% | +38.1% | -13.5% | +15.8% |
| YTD | +39.6% | +31.2% | +8.4% | +30.3% |
| 1Y | +48.6% | +22.1% | +26.5% | +38.9% |
| 3Y | +197.3% | +12.2% | +185.0% | +172.4% |
| 5Y | +413.0% | -66.5% | +479.5% | +453.0% |
| All | +1,525.1% | +431.9% | +1,093.2% | +939.6% |
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