+19.6%
EIX vs ETSY
+423.3%
-403.8%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.6% | -1.8% | -1.2% |
| 7D | +0.8% | -12.7% | +13.5% | +1.7% |
| 30D | -18.8% | -9.9% | -8.9% | -18.2% |
| 3M | -19.7% | +4.2% | -23.8% | -19.9% |
| 6M | -18.2% | +34.2% | -52.4% | -20.0% |
| YTD | -1.7% | +29.1% | -30.9% | -3.8% |
| 1Y | +7.8% | +23.8% | -16.1% | +5.4% |
| 3Y | -5.6% | +6.6% | -12.3% | -8.0% |
| 5Y | +23.7% | -67.0% | +90.7% | +26.2% |
| All | +19.6% | +423.3% | -403.8% | +0.7% |
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