+89.6%
AXP vs ETSY
-66.0%
+155.5%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.7% | +0.5% | -0.9% |
| 7D | +0.6% | +1.1% | -0.5% | +0.4% |
| 30D | +5.8% | +25.8% | -20.0% | +1.3% |
| 3M | -6.0% | +9.3% | -15.3% | -8.0% |
| 6M | +0.3% | +38.4% | -38.1% | -6.3% |
| YTD | -12.3% | +62.2% | -74.5% | -21.1% |
| 1Y | -11.2% | +58.3% | -69.6% | -20.0% |
| 3Y | +117.0% | +42.6% | +74.5% | +90.9% |
| All | +89.6% | -66.0% | +155.5% | +89.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling