+114.6%
ROST vs ETSY
-66.2%
+180.8%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.6% | +0.7% | +2.0% |
| 7D | +0.2% | -4.9% | +5.1% | +1.1% |
| 30D | -6.9% | -8.6% | +1.8% | -5.5% |
| 3M | -3.3% | +4.8% | -8.1% | -4.6% |
| 6M | +9.0% | +38.1% | -29.0% | +1.6% |
| YTD | +28.9% | +31.2% | -2.4% | +20.4% |
| 1Y | +54.0% | +22.1% | +31.9% | +44.1% |
| 3Y | +100.7% | +12.2% | +88.5% | +83.2% |
| All | +114.6% | -66.2% | +180.8% | +122.9% |
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