-38.3%
BAX vs ETSY
+423.3%
-461.7%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.6% | -1.4% | -0.9% |
| 7D | -5.4% | -12.7% | +7.3% | -4.1% |
| 30D | -12.4% | -9.9% | -2.5% | -11.5% |
| 3M | +19.1% | +4.2% | +14.9% | +18.4% |
| 6M | +38.6% | +34.2% | +4.4% | +33.5% |
| YTD | +26.7% | +29.1% | -2.4% | +22.3% |
| 1Y | +1.0% | +23.8% | -22.8% | -2.4% |
| 3Y | -33.9% | +6.6% | -40.5% | -36.1% |
| 5Y | -67.0% | -67.0% | 0.0% | -66.0% |
| All | -38.3% | +423.3% | -461.7% | -53.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling