+161.4%
JPM vs ETSY
+6.4%
+155.1%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.4% |
| 7D | -2.3% | -12.7% | +10.4% | -1.2% |
| 30D | -2.3% | -9.9% | +7.6% | -1.5% |
| 3M | +14.9% | +4.2% | +10.7% | +14.2% |
| 6M | +23.6% | +34.2% | -10.6% | +19.7% |
| YTD | +11.3% | +29.1% | -17.8% | +7.9% |
| 1Y | +19.9% | +23.8% | -3.9% | +15.8% |
| All | +161.4% | +6.4% | +155.1% | +146.5% |
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 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