+638.3%
COST vs ETSY
+129.6%
+508.7%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.2% | +1.4% | -0.6% |
| 7D | -2.8% | -12.9% | +10.1% | -1.5% |
| 30D | -5.3% | -11.5% | +6.2% | -4.2% |
| 3M | -6.7% | +3.5% | -10.2% | -7.2% |
| 6M | -9.9% | +27.6% | -37.6% | -12.5% |
| YTD | +5.1% | +28.4% | -23.3% | +1.7% |
| 1Y | -7.3% | +27.1% | -34.4% | -10.8% |
| 3Y | +70.4% | +6.0% | +64.3% | +63.7% |
| 5Y | +104.4% | -67.1% | +171.5% | +111.8% |
| 10Y | +609.0% | +421.9% | +187.1% | +496.9% |
| All | +638.3% | +129.6% | +508.7% | +522.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling