+424.9%
AXP vs ETSY
+676.4%
-251.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.1% | -2.2% | -0.4% |
| 7D | -2.9% | -8.2% | +5.3% | -1.6% |
| 30D | +3.7% | +14.8% | -11.1% | +1.4% |
| 3M | -4.9% | +11.2% | -16.1% | -6.8% |
| 6M | +4.1% | +47.6% | -43.5% | -2.6% |
| YTD | -11.7% | +59.4% | -71.0% | -18.8% |
| 1Y | -11.7% | +38.6% | -50.3% | -17.2% |
| 3Y | +116.5% | +39.7% | +76.8% | +96.4% |
| 5Y | +89.5% | -65.1% | +154.6% | +98.2% |
| 10Y | +424.9% | +653.8% | -228.9% | +245.9% |
| All | +424.9% | +676.4% | -251.5% | +245.9% |
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