+49.7%
D vs ETSY
+146.8%
-97.1%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -6.7% | +6.3% | -0.1% |
| 7D | +1.5% | -8.5% | +9.9% | +1.9% |
| 30D | -2.6% | -10.9% | +8.3% | -2.1% |
| 3M | 0.0% | +14.1% | -14.1% | -0.7% |
| 6M | +7.4% | +37.5% | -30.1% | +5.3% |
| YTD | +15.9% | +38.0% | -22.1% | +13.5% |
| 1Y | +18.1% | +46.5% | -28.4% | +14.9% |
| 3Y | +58.4% | +2.5% | +55.9% | +55.4% |
| 5Y | +5.2% | -65.3% | +70.5% | +6.4% |
| 10Y | +35.9% | +451.6% | -415.8% | +17.3% |
| All | +49.7% | +146.8% | -97.1% | +27.5% |
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 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