+336.5%
NEE vs ETSY
+134.9%
+201.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.8% | +5.3% | +0.9% |
| 7D | +1.1% | -10.9% | +12.0% | +2.1% |
| 30D | -0.2% | -14.9% | +14.7% | +1.1% |
| 3M | +0.5% | +5.8% | -5.3% | -0.1% |
| 6M | -6.5% | +29.1% | -35.6% | -9.2% |
| YTD | +6.7% | +31.3% | -24.6% | +3.2% |
| 1Y | +23.6% | +25.1% | -1.5% | +19.5% |
| 3Y | +37.1% | +8.5% | +28.7% | +32.0% |
| 5Y | +10.9% | -66.1% | +77.0% | +14.1% |
| 10Y | +245.4% | +410.3% | -164.9% | +197.0% |
| All | +336.5% | +134.9% | +201.6% | +277.3% |
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