+67.2%
QLD vs ETSY
-66.0%
+133.1%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.7% | +4.3% | +3.2% |
| 7D | -10.3% | +1.1% | -11.4% | -10.6% |
| 30D | -26.1% | +25.8% | -51.9% | -32.7% |
| 3M | -17.8% | +9.3% | -27.1% | -21.6% |
| 6M | -15.6% | +38.4% | -54.0% | -27.6% |
| YTD | +5.4% | +62.2% | -56.8% | -17.2% |
| 1Y | +5.2% | +58.3% | -53.1% | -16.9% |
| 3Y | +139.4% | +42.6% | +96.9% | +75.7% |
| All | +67.2% | -66.0% | +133.1% | +124.4% |
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