+104.6%
XBI vs ETSY
+130.9%
-26.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.6% | -2.2% | -1.7% |
| 7D | -4.6% | -12.7% | +8.1% | -1.8% |
| 30D | -0.8% | -9.9% | +9.1% | +1.3% |
| 3M | +21.8% | +4.2% | +17.7% | +20.0% |
| 6M | +23.2% | +34.2% | -11.0% | +13.8% |
| YTD | +28.7% | +29.1% | -0.4% | +19.1% |
| 1Y | +67.8% | +23.8% | +44.0% | +54.6% |
| 3Y | +100.6% | +6.6% | +94.0% | +84.0% |
| 5Y | +19.8% | -67.0% | +86.8% | +34.3% |
| 10Y | +159.7% | +424.9% | -265.1% | +68.1% |
| All | +104.6% | +130.9% | -26.3% | +25.8% |
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