+169.5%
XLV vs ETSY
+134.7%
+34.8%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.6% | -1.8% | -0.3% |
| 7D | -3.6% | -4.9% | +1.3% | -3.1% |
| 30D | -1.8% | -8.6% | +6.8% | -1.1% |
| 3M | +7.8% | +4.8% | +3.0% | +7.1% |
| 6M | +9.1% | +38.1% | -29.0% | +5.3% |
| YTD | +7.7% | +31.2% | -23.5% | +4.2% |
| 1Y | +20.4% | +22.1% | -1.7% | +16.6% |
| 3Y | +30.8% | +12.2% | +18.5% | +25.3% |
| 5Y | +34.6% | -66.5% | +101.1% | +39.6% |
| 10Y | +173.4% | +433.4% | -260.1% | +115.0% |
| All | +169.5% | +134.7% | +34.8% | +109.0% |
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