+424.6%
ETSY vs MDY
+177.2%
+247.4%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +0.7% |
| 7D | -4.9% | -1.9% | -3.0% | -2.8% |
| 30D | -8.6% | -4.6% | -4.0% | -3.8% |
| 3M | +4.8% | -1.2% | +6.0% | +5.8% |
| 6M | +38.1% | +9.2% | +28.9% | +24.1% |
| YTD | +31.2% | +13.1% | +18.2% | +13.6% |
| 1Y | +22.1% | +13.0% | +9.1% | +6.0% |
| 3Y | +12.2% | +49.2% | -37.0% | -29.4% |
| 5Y | -66.5% | +47.2% | -113.7% | -77.3% |
| All | +424.6% | +177.2% | +247.4% | +76.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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