+963.7%
ASX vs ETSY
+423.3%
+540.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.6% | -3.8% | -3.4% |
| 7D | +6.5% | -12.7% | +19.2% | +9.0% |
| 30D | +3.1% | -9.9% | +13.1% | +4.8% |
| 3M | +17.4% | +4.2% | +13.2% | +15.3% |
| 6M | +85.4% | +34.2% | +51.3% | +72.8% |
| YTD | +150.1% | +29.1% | +120.9% | +133.2% |
| 1Y | +256.3% | +23.8% | +232.5% | +229.9% |
| 3Y | +446.9% | +6.6% | +440.2% | +402.8% |
| 5Y | +447.1% | -67.0% | +514.1% | +495.5% |
| All | +963.7% | +423.3% | +540.4% | +626.9% |
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 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