+340.5%
JCI vs ETSY
+431.9%
-91.4%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.6% | +0.6% | +2.0% |
| 7D | +0.7% | -4.9% | +5.6% | +1.4% |
| 30D | -4.4% | -8.6% | +4.2% | -3.5% |
| 3M | +1.7% | +4.8% | -3.1% | +0.5% |
| 6M | +8.8% | +38.1% | -29.3% | +3.2% |
| YTD | +22.6% | +31.2% | -8.6% | +16.6% |
| 1Y | +36.2% | +22.1% | +14.1% | +29.6% |
| 3Y | +168.0% | +12.2% | +155.8% | +152.0% |
| 5Y | +113.5% | -66.5% | +179.9% | +122.6% |
| All | +340.5% | +431.9% | -91.4% | +240.5% |
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