+331.2%
TRV vs ETSY
+129.6%
+201.5%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.2% | +2.6% | +0.4% |
| 7D | +0.2% | -12.9% | +13.1% | +0.9% |
| 30D | -2.3% | -11.5% | +9.1% | -1.8% |
| 3M | +22.7% | +3.5% | +19.2% | +22.4% |
| 6M | +21.9% | +27.6% | -5.7% | +20.2% |
| YTD | +27.5% | +28.4% | -0.9% | +25.4% |
| 1Y | +36.2% | +27.1% | +9.2% | +33.6% |
| 3Y | +140.6% | +6.0% | +134.5% | +135.8% |
| 5Y | +154.5% | -67.1% | +221.7% | +158.7% |
| 10Y | +295.4% | +421.9% | -126.5% | +232.5% |
| All | +331.2% | +129.6% | +201.5% | +262.1% |
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