+0.8%
TFC vs ETSY
-67.3%
+68.1%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | +1.1% |
| 7D | +2.3% | -1.0% | +3.3% | +2.4% |
| 30D | +10.8% | +7.3% | +3.5% | +9.2% |
| 3M | -3.8% | +10.3% | -14.1% | -5.9% |
| 6M | +9.6% | +55.1% | -45.5% | +0.3% |
| YTD | +5.8% | +60.5% | -54.8% | -4.8% |
| 1Y | +16.2% | +52.2% | -36.0% | +5.5% |
| 3Y | +96.0% | +40.8% | +55.2% | +73.0% |
| All | +0.8% | -67.3% | +68.1% | -0.3% |
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 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