+102.5%
TFC vs ETSY
+187.1%
-84.6%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +9.8% |
| 3M | -3.8% | +10.3% | -14.1% | -5.1% |
| 6M | +9.6% | +55.1% | -45.5% | +3.6% |
| YTD | +5.8% | +60.5% | -54.8% | -1.0% |
| 1Y | +16.2% | +52.2% | -36.0% | +9.3% |
| 3Y | +96.0% | +40.8% | +55.2% | +82.0% |
| 5Y | +1.7% | -67.3% | +69.0% | +4.5% |
| 10Y | +79.9% | +659.4% | -579.5% | +37.1% |
| All | +102.5% | +187.1% | -84.6% | +50.6% |
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