+902.3%
XLK vs ETSY
+130.9%
+771.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.6% | -2.0% | -1.5% |
| 7D | -0.4% | -12.7% | +12.3% | +1.8% |
| 30D | -0.5% | -9.9% | +9.5% | +1.1% |
| 3M | +5.0% | +4.2% | +0.8% | +3.6% |
| 6M | +32.9% | +34.2% | -1.3% | +25.0% |
| YTD | +29.0% | +29.1% | -0.2% | +21.5% |
| 1Y | +37.8% | +23.8% | +14.0% | +29.5% |
| 3Y | +118.7% | +6.6% | +112.0% | +104.0% |
| 5Y | +145.6% | -67.0% | +212.6% | +165.8% |
| 10Y | +791.5% | +424.9% | +366.6% | +546.1% |
| All | +902.3% | +130.9% | +771.4% | +612.8% |
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