+19.9%
XBI vs ETSY
-66.2%
+86.1%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.6% | -2.0% | -0.8% |
| 7D | -4.6% | -4.9% | +0.3% | -3.5% |
| 30D | -2.0% | -8.6% | +6.6% | -0.1% |
| 3M | +17.8% | +4.8% | +13.0% | +15.5% |
| 6M | +23.7% | +38.1% | -14.4% | +12.0% |
| YTD | +28.2% | +31.2% | -3.0% | +16.6% |
| 1Y | +64.0% | +22.1% | +41.9% | +49.3% |
| 3Y | +99.4% | +12.2% | +87.2% | +76.1% |
| All | +19.9% | -66.2% | +86.1% | +37.9% |
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