+750.3%
PBR vs ETSY
+129.6%
+620.6%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.2% | +2.7% | +0.7% |
| 7D | +0.3% | -12.9% | +13.2% | +1.9% |
| 30D | +17.5% | -11.5% | +29.0% | +19.0% |
| 3M | +20.9% | +3.5% | +17.4% | +19.8% |
| 6M | +20.2% | +27.6% | -7.4% | +15.8% |
| YTD | +84.3% | +28.4% | +55.9% | +76.5% |
| 1Y | +77.1% | +27.1% | +50.0% | +68.5% |
| 3Y | +100.8% | +6.0% | +94.8% | +90.3% |
| 5Y | +556.1% | -67.1% | +623.3% | +591.1% |
| 10Y | +676.1% | +421.9% | +254.1% | +356.3% |
| All | +750.3% | +129.6% | +620.6% | +398.2% |
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