+395.5%
ROST vs ETSY
+134.9%
+260.6%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.8% | +4.4% | +0.2% |
| 7D | +0.2% | -10.9% | +11.1% | +1.7% |
| 30D | -10.0% | -14.9% | +4.9% | -8.2% |
| 3M | +1.2% | +5.8% | -4.6% | +0.1% |
| 6M | +8.9% | +29.1% | -20.2% | +4.5% |
| YTD | +28.1% | +31.3% | -3.3% | +22.0% |
| 1Y | +53.0% | +25.1% | +27.8% | +45.6% |
| 3Y | +97.9% | +8.5% | +89.4% | +87.4% |
| 5Y | +112.0% | -66.1% | +178.1% | +121.8% |
| 10Y | +303.0% | +410.3% | -107.3% | +209.0% |
| All | +395.5% | +134.9% | +260.6% | +278.3% |
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