+108.8%
JCI vs ETSY
-67.3%
+176.1%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.6% | -2.0% | -1.5% |
| 7D | +0.4% | -12.7% | +13.1% | +2.4% |
| 30D | -7.7% | -9.9% | +2.2% | -6.4% |
| 3M | +2.8% | +4.2% | -1.4% | +1.4% |
| 6M | +7.2% | +34.2% | -26.9% | +0.7% |
| YTD | +20.0% | +29.1% | -9.2% | +12.6% |
| 1Y | +33.3% | +23.8% | +9.4% | +24.4% |
| 3Y | +161.3% | +6.6% | +154.7% | +142.1% |
| 5Y | +108.8% | -67.0% | +175.8% | +119.5% |
| All | +108.8% | -67.3% | +176.1% | +119.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling