+119.7%
B vs ETSY
-65.7%
+185.3%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -2.2% | -3.9% | -5.9% |
| 7D | +7.1% | -3.7% | +10.9% | +7.4% |
| 30D | -3.3% | +12.8% | -16.1% | -4.1% |
| 3M | -2.5% | +7.6% | -10.1% | -3.1% |
| 6M | -7.2% | +34.4% | -41.6% | -9.1% |
| YTD | -7.4% | +56.0% | -63.4% | -10.4% |
| 1Y | +16.4% | +43.6% | -27.2% | +13.2% |
| 3Y | +178.7% | +36.8% | +141.9% | +167.7% |
| All | +119.7% | -65.7% | +185.3% | +119.6% |
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 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