+47.7%
XYZ vs ETSY
+6.4%
+41.3%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.7% | +6.0% | +1.5% |
| 7D | -1.0% | -8.5% | +7.5% | +1.9% |
| 30D | -1.7% | -10.9% | +9.2% | +1.8% |
| 3M | +16.7% | +14.1% | +2.6% | +11.2% |
| 6M | +26.9% | +37.5% | -10.6% | +12.8% |
| YTD | +27.1% | +38.0% | -10.9% | +12.2% |
| 1Y | +9.3% | +46.5% | -37.3% | -7.2% |
| All | +47.7% | +6.4% | +41.3% | +22.0% |
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 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