+207.5%
C vs ETSY
+644.9%
-437.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.1% | -0.6% | +1.3% |
| 7D | -0.4% | -8.2% | +7.8% | +0.8% |
| 30D | -5.3% | +14.8% | -20.2% | -7.3% |
| 3M | -8.0% | +11.2% | -19.2% | -9.8% |
| 6M | -0.3% | +47.6% | -47.9% | -6.4% |
| YTD | +8.6% | +59.4% | -50.7% | +0.2% |
| 1Y | +25.8% | +38.6% | -12.8% | +18.2% |
| 3Y | +221.2% | +39.7% | +181.5% | +192.3% |
| 5Y | +113.6% | -65.1% | +178.7% | +123.7% |
| All | +207.5% | +644.9% | -437.4% | +96.3% |
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