+9.1%
XLF vs ETSY
+47.8%
-38.6%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -6.7% | +5.9% | -0.3% |
| 7D | 0.0% | -8.5% | +8.5% | +0.7% |
| 30D | +0.2% | -10.9% | +11.1% | +1.0% |
| 3M | +11.7% | +14.1% | -2.4% | +10.3% |
| 6M | +13.8% | +37.5% | -23.7% | +10.1% |
| YTD | +7.0% | +38.0% | -31.0% | +3.6% |
| 1Y | +9.1% | +46.5% | -37.4% | +6.6% |
| All | +9.1% | +47.8% | -38.6% | +6.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling