+720.5%
AEM vs ETSY
+129.6%
+590.9%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.2% | +2.6% | +0.5% |
| 7D | +3.0% | -12.9% | +15.9% | +3.7% |
| 30D | +12.5% | -11.5% | +23.9% | +13.1% |
| 3M | +26.9% | +3.5% | +23.4% | +26.5% |
| 6M | -9.4% | +27.6% | -37.1% | -10.8% |
| YTD | +20.3% | +28.4% | -8.1% | +18.3% |
| 1Y | +33.8% | +27.1% | +6.7% | +31.2% |
| 3Y | +349.8% | +6.0% | +343.8% | +341.2% |
| 5Y | +301.0% | -67.1% | +368.2% | +306.9% |
| 10Y | +376.1% | +421.9% | -45.9% | +326.8% |
| All | +720.5% | +129.6% | +590.9% | +632.9% |
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 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