+116.1%
ALL vs ETSY
-66.8%
+182.9%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.2% | +2.3% | +0.1% |
| 7D | -2.2% | -12.9% | +10.7% | -1.6% |
| 30D | -5.6% | -11.5% | +5.9% | -5.1% |
| 3M | +17.2% | +3.5% | +13.7% | +17.0% |
| 6M | +23.2% | +27.6% | -4.4% | +21.6% |
| YTD | +23.6% | +28.4% | -4.8% | +21.8% |
| 1Y | +29.2% | +27.1% | +2.1% | +26.9% |
| 3Y | +153.8% | +6.0% | +147.8% | +148.4% |
| 5Y | +116.1% | -67.1% | +183.2% | +107.6% |
| All | +116.1% | -66.8% | +182.9% | +107.6% |
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 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