+49.5%
EQT vs ETSY
+423.3%
-373.8%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.6% | 0.0% | +0.5% |
| 7D | -1.2% | -12.7% | +11.6% | +0.6% |
| 30D | +1.1% | -9.9% | +11.0% | +2.4% |
| 3M | +4.8% | +4.2% | +0.6% | +3.6% |
| 6M | -10.6% | +34.2% | -44.8% | -15.3% |
| YTD | +3.4% | +29.1% | -25.7% | -2.0% |
| 1Y | +8.7% | +23.8% | -15.1% | +2.7% |
| 3Y | +35.0% | +6.6% | +28.3% | +26.7% |
| 5Y | +204.2% | -67.0% | +271.3% | +227.1% |
| All | +49.5% | +423.3% | -373.8% | -4.0% |
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