+69.6%
PBR vs ETSY
+47.8%
+21.8%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -6.7% | +4.8% | -2.1% |
| 7D | +8.6% | -8.5% | +17.1% | +8.2% |
| 30D | +12.8% | -10.9% | +23.7% | +12.4% |
| 3M | +14.7% | +14.1% | +0.6% | +14.7% |
| 6M | +25.2% | +37.5% | -12.3% | +25.3% |
| YTD | +77.1% | +38.0% | +39.1% | +76.1% |
| 1Y | +69.6% | +46.5% | +23.0% | +71.1% |
| All | +69.6% | +47.8% | +21.8% | +71.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling