+32.7%
AA vs ETSY
+187.1%
-154.4%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.8% | -2.6% | -1.9% |
| 7D | +0.5% | -1.0% | +1.5% | +0.7% |
| 30D | -0.6% | +7.3% | -7.9% | -2.1% |
| 3M | -19.7% | +10.3% | -30.0% | -21.6% |
| 6M | -41.6% | +55.1% | -96.6% | -46.7% |
| YTD | -24.6% | +60.5% | -85.2% | -32.6% |
| 1Y | +4.9% | +52.2% | -47.3% | -5.3% |
| 3Y | +66.8% | +40.8% | +26.0% | +48.1% |
| 5Y | -19.4% | -67.3% | +47.9% | -13.1% |
| 10Y | +43.1% | +659.4% | -616.3% | -12.6% |
| All | +32.7% | +187.1% | -154.4% | -24.1% |
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