+114.9%
AXP vs ETSY
+41.3%
+73.5%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.7% |
| 7D | -0.1% | -1.0% | +0.9% | 0.0% |
| 30D | +4.4% | +7.3% | -2.9% | +3.2% |
| 3M | -6.4% | +10.3% | -16.7% | -8.2% |
| 6M | +4.2% | +55.1% | -50.9% | -3.8% |
| YTD | -12.4% | +60.5% | -72.9% | -20.1% |
| 1Y | -11.1% | +52.2% | -63.3% | -18.3% |
| 3Y | +114.9% | +40.8% | +74.1% | +87.6% |
| All | +114.9% | +41.3% | +73.5% | +87.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling