+828.4%
ASX vs ETSY
+146.8%
+681.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -6.7% | +6.9% | +1.3% |
| 7D | -0.7% | -8.5% | +7.8% | +0.7% |
| 30D | +2.0% | -10.9% | +12.9% | +3.7% |
| 3M | -1.3% | +14.1% | -15.4% | -4.3% |
| 6M | +71.4% | +37.5% | +34.0% | +60.4% |
| YTD | +135.3% | +38.0% | +97.3% | +118.8% |
| 1Y | +267.5% | +46.5% | +220.9% | +233.7% |
| 3Y | +388.5% | +2.5% | +386.0% | +357.8% |
| 5Y | +417.1% | -65.3% | +482.4% | +452.3% |
| 10Y | +872.7% | +451.6% | +421.1% | +590.2% |
| All | +828.4% | +146.8% | +681.6% | +576.9% |
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