+99.6%
DE vs ETSY
-66.2%
+165.8%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -2.0% | -0.5% |
| 7D | -2.6% | -4.9% | +2.3% | -2.0% |
| 30D | +9.0% | -8.6% | +17.7% | +10.1% |
| 3M | +19.1% | +4.8% | +14.4% | +18.1% |
| 6M | +14.4% | +38.1% | -23.7% | +8.9% |
| YTD | +45.9% | +31.2% | +14.7% | +39.3% |
| 1Y | +43.6% | +22.1% | +21.5% | +37.2% |
| 3Y | +75.9% | +12.2% | +63.6% | +65.3% |
| All | +99.6% | -66.2% | +165.8% | +104.9% |
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