+197.3%
JBL vs ETSY
+8.1%
+189.1%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +1.6% | +3.4% | +4.8% |
| 7D | +2.4% | -4.9% | +7.3% | +3.0% |
| 30D | -13.1% | -8.6% | -4.5% | -12.3% |
| 3M | -15.6% | +4.8% | -20.4% | -16.9% |
| 6M | +24.6% | +38.1% | -13.5% | +17.0% |
| YTD | +39.6% | +31.2% | +8.4% | +31.6% |
| 1Y | +48.6% | +22.1% | +26.5% | +39.5% |
| 3Y | +197.3% | +12.2% | +185.0% | +156.8% |
| All | +197.3% | +8.1% | +189.1% | +156.8% |
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 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