+477.7%
ASX vs ETSY
-66.4%
+544.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -4.8% | +10.9% | +7.0% |
| 7D | +6.3% | -10.9% | +17.2% | +8.5% |
| 30D | +6.4% | -14.9% | +21.3% | +9.4% |
| 3M | +13.1% | +5.8% | +7.4% | +10.6% |
| 6M | +90.3% | +29.1% | +61.2% | +77.7% |
| YTD | +149.6% | +31.3% | +118.3% | +130.8% |
| 1Y | +249.2% | +25.1% | +224.1% | +219.8% |
| 3Y | +445.9% | +8.5% | +437.4% | +393.1% |
| 5Y | +477.7% | -66.1% | +543.8% | +505.3% |
| All | +477.7% | -66.4% | +544.2% | +505.3% |
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