+95.1%
TFC vs ETSY
+40.3%
+54.8%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.1% | -2.1% | -0.3% |
| 7D | -1.2% | -8.2% | +7.0% | +0.1% |
| 30D | +7.8% | +14.8% | -7.1% | +5.4% |
| 3M | -3.0% | +11.2% | -14.1% | -4.8% |
| 6M | +5.8% | +47.6% | -41.8% | -1.1% |
| YTD | +5.3% | +59.4% | -54.1% | -3.6% |
| 1Y | +15.7% | +38.6% | -22.9% | +8.3% |
| All | +95.1% | +40.3% | +54.8% | +67.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling