+131.6%
C vs ETSY
-66.4%
+198.0%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.8% | +4.1% | 0.0% |
| 7D | +3.2% | -10.9% | +14.1% | +4.9% |
| 30D | +1.3% | -14.9% | +16.2% | +3.5% |
| 3M | +3.1% | +5.8% | -2.7% | +1.8% |
| 6M | +29.6% | +29.1% | +0.5% | +23.5% |
| YTD | +19.0% | +31.3% | -12.4% | +12.7% |
| 1Y | +45.6% | +25.1% | +20.5% | +37.7% |
| 3Y | +269.3% | +8.5% | +260.8% | +246.4% |
| 5Y | +131.6% | -66.1% | +197.7% | +126.4% |
| All | +131.6% | -66.4% | +198.0% | +126.4% |
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