+542.7%
PBR vs ETSY
-66.2%
+608.9%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.6% | -2.5% | -0.9% |
| 7D | +5.4% | -4.9% | +10.3% | +5.6% |
| 30D | +22.9% | -8.6% | +31.5% | +23.3% |
| 3M | +19.6% | +4.8% | +14.9% | +19.1% |
| 6M | +16.5% | +38.1% | -21.6% | +14.2% |
| YTD | +86.7% | +31.2% | +55.4% | +83.0% |
| 1Y | +74.7% | +22.1% | +52.6% | +71.5% |
| 3Y | +102.6% | +12.2% | +90.3% | +96.6% |
| All | +542.7% | -66.2% | +608.9% | +510.0% |
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