+372.7%
AXP vs ETSY
+146.8%
+225.9%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -6.7% | +5.6% | -0.2% |
| 7D | -2.1% | -8.5% | +6.4% | -1.0% |
| 30D | -6.5% | -10.9% | +4.3% | -5.2% |
| 3M | +4.6% | +14.1% | -9.5% | +2.6% |
| 6M | +5.4% | +37.5% | -32.1% | +0.5% |
| YTD | -11.1% | +38.0% | -49.1% | -15.6% |
| 1Y | -0.3% | +46.5% | -46.8% | -6.8% |
| 3Y | +111.6% | +2.5% | +109.1% | +102.8% |
| 5Y | +117.6% | -65.3% | +182.9% | +126.4% |
| 10Y | +474.1% | +451.6% | +22.5% | +330.7% |
| All | +372.7% | +146.8% | +225.9% | +268.0% |
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