+366.7%
AXP vs ETSY
+190.1%
+176.6%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.7% | +0.5% | -1.0% |
| 7D | +0.6% | +1.1% | -0.5% | +0.4% |
| 30D | +5.8% | +25.8% | -20.0% | +2.6% |
| 3M | -6.0% | +9.3% | -15.3% | -7.4% |
| 6M | +0.3% | +38.4% | -38.1% | -4.5% |
| YTD | -12.3% | +62.2% | -74.5% | -18.6% |
| 1Y | -11.2% | +58.3% | -69.6% | -17.5% |
| 3Y | +117.0% | +42.6% | +74.5% | +99.3% |
| 5Y | +93.2% | -65.4% | +158.6% | +100.1% |
| 10Y | +461.2% | +685.4% | -224.2% | +308.1% |
| All | +366.7% | +190.1% | +176.6% | +254.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling