+271.2%
XLI vs ETSY
+129.6%
+141.5%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.2% | +0.7% | -1.3% |
| 7D | -0.6% | -12.9% | +12.3% | +0.9% |
| 30D | -6.9% | -11.5% | +4.5% | -5.8% |
| 3M | -1.9% | +3.5% | -5.5% | -2.6% |
| 6M | +1.0% | +27.6% | -26.6% | -2.3% |
| YTD | +11.3% | +28.4% | -17.1% | +7.2% |
| 1Y | +15.8% | +27.1% | -11.3% | +10.9% |
| 3Y | +69.8% | +6.0% | +63.8% | +62.6% |
| 5Y | +80.9% | -67.1% | +148.0% | +88.4% |
| 10Y | +257.2% | +421.9% | -164.7% | +176.2% |
| All | +271.2% | +129.6% | +141.5% | +181.4% |
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