+113.7%
XRT vs ETSY
+187.1%
-73.4%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | +0.3% |
| 7D | +1.7% | -1.0% | +2.8% | +1.9% |
| 30D | +7.5% | +7.3% | +0.2% | +5.9% |
| 3M | +2.2% | +10.3% | -8.1% | -0.2% |
| 6M | +14.7% | +55.1% | -40.4% | +4.3% |
| YTD | +7.5% | +60.5% | -53.0% | -3.9% |
| 1Y | +14.1% | +52.2% | -38.1% | +3.0% |
| 3Y | +58.8% | +40.8% | +18.0% | +40.3% |
| 5Y | -3.9% | -67.3% | +63.4% | +4.1% |
| 10Y | +137.7% | +659.4% | -521.7% | +66.1% |
| All | +113.7% | +187.1% | -73.4% | +48.5% |
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