+297.4%
AEM vs ETSY
-66.8%
+364.2%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.6% | -3.5% | -2.9% |
| 7D | -5.0% | -12.7% | +7.7% | -4.4% |
| 30D | +8.5% | -9.9% | +18.4% | +9.0% |
| 3M | +29.3% | +4.2% | +25.1% | +28.7% |
| 6M | -12.9% | +34.2% | -47.1% | -14.7% |
| YTD | +16.8% | +29.1% | -12.4% | +14.4% |
| 1Y | +29.8% | +23.8% | +6.0% | +27.0% |
| 3Y | +336.7% | +6.6% | +330.1% | +326.5% |
| All | +297.4% | -66.8% | +364.2% | +285.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling