+72.3%
AA vs ETSY
+134.9%
-62.6%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -4.8% | +8.4% | +4.4% |
| 7D | +1.7% | -10.9% | +12.6% | +3.7% |
| 30D | +3.3% | -14.9% | +18.2% | +6.1% |
| 3M | -29.4% | +5.8% | -35.2% | -30.7% |
| 6M | -12.8% | +29.1% | -41.9% | -18.0% |
| YTD | -2.1% | +31.3% | -33.5% | -8.8% |
| 1Y | +62.8% | +25.1% | +37.6% | +52.0% |
| 3Y | +90.5% | +8.5% | +82.0% | +78.0% |
| 5Y | +19.1% | -66.1% | +85.2% | +28.5% |
| 10Y | +124.8% | +410.3% | -285.5% | +45.9% |
| All | +72.3% | +134.9% | -62.6% | +2.6% |
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