+74.2%
XLF vs ETSY
+8.1%
+66.1%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.6% | -1.0% | +0.5% |
| 7D | -1.5% | -4.9% | +3.4% | -0.9% |
| 30D | -1.2% | -8.6% | +7.5% | -0.3% |
| 3M | +9.2% | +4.8% | +4.4% | +8.3% |
| 6M | +16.3% | +38.1% | -21.8% | +11.5% |
| YTD | +5.4% | +31.2% | -25.8% | +1.4% |
| 1Y | +7.6% | +22.1% | -14.5% | +3.6% |
| 3Y | +74.2% | +12.2% | +62.0% | +61.9% |
| All | +74.2% | +8.1% | +66.1% | +61.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling