+559.3%
ROKU vs ETSY
+330.8%
+228.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.6% | -1.1% | -0.2% |
| 7D | -0.4% | -4.9% | +4.5% | +1.8% |
| 30D | +2.1% | -8.6% | +10.7% | +5.9% |
| 3M | +29.5% | +4.8% | +24.7% | +24.6% |
| 6M | +53.8% | +38.1% | +15.7% | +28.3% |
| YTD | +42.8% | +31.2% | +11.6% | +19.8% |
| 1Y | +60.7% | +22.1% | +38.6% | +35.3% |
| 3Y | +83.9% | +12.2% | +71.6% | +49.6% |
| 5Y | -52.8% | -66.5% | +13.7% | -35.5% |
| All | +559.3% | +330.8% | +228.5% | +322.6% |
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