+1,344.9%
JBL vs ETSY
+129.6%
+1,215.2%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.2% | +1.9% | +0.1% |
| 7D | +4.0% | -12.9% | +16.9% | +6.2% |
| 30D | -7.5% | -11.5% | +4.0% | -5.9% |
| 3M | -14.1% | +3.5% | -17.6% | -15.2% |
| 6M | +25.9% | +27.6% | -1.7% | +19.4% |
| YTD | +36.7% | +28.4% | +8.2% | +29.0% |
| 1Y | +49.0% | +27.1% | +21.9% | +39.4% |
| 3Y | +191.8% | +6.0% | +185.7% | +172.9% |
| 5Y | +409.8% | -67.1% | +476.9% | +445.3% |
| 10Y | +1,509.2% | +421.9% | +1,087.3% | +1,035.6% |
| All | +1,344.9% | +129.6% | +1,215.2% | +921.1% |
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