+440.3%
AXP vs ETSY
+669.0%
-228.7%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.7% | +2.7% | +1.3% |
| 7D | -1.1% | -4.3% | +3.2% | -0.5% |
| 30D | +5.2% | +15.3% | -10.1% | +2.9% |
| 3M | -4.6% | +3.4% | -8.0% | -5.4% |
| 6M | +3.2% | +37.4% | -34.2% | -2.3% |
| YTD | -11.3% | +59.5% | -70.9% | -18.5% |
| 1Y | -11.0% | +49.7% | -60.7% | -17.6% |
| 3Y | +120.2% | +42.6% | +77.6% | +99.2% |
| 5Y | +91.7% | -65.8% | +157.5% | +101.0% |
| 10Y | +440.3% | +677.8% | -237.5% | +255.8% |
| All | +440.3% | +669.0% | -228.7% | +255.8% |
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