+111.1%
AXP vs ETSY
+3.4%
+107.7%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -6.7% | +5.6% | 0.0% |
| 7D | -2.1% | -8.5% | +6.4% | -0.7% |
| 30D | -6.5% | -10.9% | +4.3% | -4.9% |
| 3M | +4.6% | +14.1% | -9.5% | +1.9% |
| 6M | +5.4% | +37.5% | -32.1% | -1.1% |
| YTD | -11.1% | +38.0% | -49.1% | -16.9% |
| 1Y | -0.3% | +46.5% | -46.8% | -9.0% |
| All | +111.1% | +3.4% | +107.7% | +93.3% |
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