+1,528.9%
QLD vs ETSY
+190.1%
+1,338.8%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.7% | +4.3% | +3.1% |
| 7D | -10.3% | +1.1% | -11.4% | -10.6% |
| 30D | -26.1% | +25.8% | -51.9% | -31.9% |
| 3M | -17.8% | +9.3% | -27.1% | -21.2% |
| 6M | -15.6% | +38.4% | -54.0% | -26.0% |
| YTD | +5.4% | +62.2% | -56.8% | -14.2% |
| 1Y | +5.2% | +58.3% | -53.1% | -13.9% |
| 3Y | +139.4% | +42.6% | +96.9% | +88.3% |
| 5Y | +66.7% | -65.4% | +132.1% | +102.2% |
| 10Y | +1,422.1% | +685.4% | +736.7% | +698.8% |
| All | +1,528.9% | +190.1% | +1,338.8% | +755.2% |
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