+420.3%
NVT vs ETSY
-66.2%
+486.5%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.6% | +3.0% | +4.4% |
| 7D | +4.1% | -4.9% | +9.0% | +4.7% |
| 30D | -5.1% | -8.6% | +3.5% | -4.2% |
| 3M | -1.2% | +4.8% | -6.0% | -2.6% |
| 6M | +46.6% | +38.1% | +8.5% | +37.7% |
| YTD | +60.0% | +31.2% | +28.7% | +50.8% |
| 1Y | +70.8% | +22.1% | +48.7% | +61.0% |
| 3Y | +187.5% | +12.2% | +175.3% | +166.0% |
| All | +420.3% | -66.2% | +486.5% | +432.0% |
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