+206.6%
ROL vs ETSY
+431.9%
-225.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.6% | -1.1% | +0.3% |
| 7D | -3.2% | -4.9% | +1.8% | -2.5% |
| 30D | -4.9% | -8.6% | +3.7% | -3.9% |
| 3M | -25.8% | +4.8% | -30.6% | -26.5% |
| 6M | -37.6% | +38.1% | -75.6% | -40.6% |
| YTD | -41.5% | +31.2% | -72.7% | -44.2% |
| 1Y | -39.5% | +22.1% | -61.6% | -42.2% |
| 3Y | +0.1% | +12.2% | -12.1% | -5.9% |
| 5Y | -4.6% | -66.5% | +61.9% | +1.5% |
| All | +206.6% | +431.9% | -225.3% | +143.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling