+294.7%
C vs ETSY
+403.1%
-108.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.2% | +3.0% | +1.1% |
| 7D | +2.6% | -12.9% | +15.5% | +4.5% |
| 30D | +1.9% | -11.5% | +13.4% | +3.5% |
| 3M | +2.8% | +3.5% | -0.7% | +1.8% |
| 6M | +30.6% | +27.6% | +2.9% | +25.0% |
| YTD | +19.9% | +28.4% | -8.5% | +14.3% |
| 1Y | +44.6% | +27.1% | +17.5% | +36.9% |
| 3Y | +272.1% | +6.0% | +266.1% | +252.8% |
| 5Y | +132.0% | -67.1% | +199.1% | +144.9% |
| 10Y | +294.7% | +421.9% | -127.3% | +167.0% |
| All | +294.7% | +403.1% | -108.5% | +167.0% |
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 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