+102.7%
TFC vs ETSY
+134.9%
-32.2%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.8% | +2.7% | -1.6% |
| 7D | +2.2% | -10.9% | +13.2% | +3.6% |
| 30D | -2.5% | -14.9% | +12.4% | -0.8% |
| 3M | +4.5% | +5.8% | -1.2% | +3.6% |
| 6M | +11.0% | +29.1% | -18.1% | +7.0% |
| YTD | +5.9% | +31.3% | -25.5% | +1.6% |
| 1Y | +14.6% | +25.1% | -10.5% | +9.9% |
| 3Y | +96.7% | +8.5% | +88.2% | +88.5% |
| 5Y | +15.6% | -66.1% | +81.7% | +19.4% |
| 10Y | +98.6% | +410.3% | -311.7% | +56.8% |
| All | +102.7% | +134.9% | -32.2% | +54.6% |
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 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