+464.9%
AXP vs ETSY
+407.5%
+57.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.8% | +4.8% | +0.7% |
| 7D | +0.6% | -10.9% | +11.5% | +2.3% |
| 30D | -4.3% | -14.9% | +10.5% | -2.1% |
| 3M | +4.7% | +5.8% | -1.1% | +3.5% |
| 6M | +9.0% | +29.1% | -20.1% | +4.0% |
| YTD | -11.1% | +31.3% | -42.5% | -15.7% |
| 1Y | +1.3% | +25.1% | -23.8% | -4.0% |
| 3Y | +114.5% | +8.5% | +106.0% | +102.5% |
| 5Y | +118.0% | -66.1% | +184.1% | +129.9% |
| 10Y | +464.9% | +410.3% | +54.6% | +287.8% |
| All | +464.9% | +407.5% | +57.5% | +287.8% |
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