+480.2%
NRG vs ETSY
+134.7%
+345.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.6% | 0.0% | +1.4% |
| 7D | -4.7% | -4.9% | +0.2% | -4.1% |
| 30D | -6.0% | -8.6% | +2.7% | -5.2% |
| 3M | -8.0% | +4.8% | -12.7% | -9.0% |
| 6M | -23.2% | +38.1% | -61.2% | -26.9% |
| YTD | -28.1% | +31.2% | -59.3% | -31.3% |
| 1Y | -27.3% | +22.1% | -49.4% | -30.5% |
| 3Y | +208.7% | +12.2% | +196.4% | +191.1% |
| 5Y | +197.7% | -66.5% | +264.1% | +210.5% |
| 10Y | +1,103.3% | +433.4% | +669.9% | +680.2% |
| All | +480.2% | +134.7% | +345.5% | +251.5% |
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 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