+36.1%
JCI vs ETSY
+47.8%
-11.6%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -6.7% | +8.6% | +1.8% |
| 7D | +3.8% | -8.5% | +12.3% | +3.7% |
| 30D | -5.7% | -10.9% | +5.2% | -5.8% |
| 3M | -1.4% | +14.1% | -15.5% | -1.6% |
| 6M | +4.1% | +37.5% | -33.3% | +3.2% |
| YTD | +21.7% | +38.0% | -16.3% | +20.0% |
| 1Y | +36.1% | +46.5% | -10.4% | +34.2% |
| All | +36.1% | +47.8% | -11.6% | +34.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling