+358.0%
ALL vs ETSY
+423.3%
-65.3%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.6% | -1.3% | -0.7% |
| 7D | -4.3% | -12.7% | +8.4% | -3.4% |
| 30D | -3.6% | -9.9% | +6.3% | -2.9% |
| 3M | +13.2% | +4.2% | +9.0% | +12.7% |
| 6M | +22.5% | +34.2% | -11.7% | +19.6% |
| YTD | +22.7% | +29.1% | -6.4% | +19.8% |
| 1Y | +28.3% | +23.8% | +4.5% | +25.1% |
| 3Y | +152.0% | +6.6% | +145.4% | +144.5% |
| 5Y | +115.4% | -67.0% | +182.5% | +121.8% |
| All | +358.0% | +423.3% | -65.3% | +263.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling