+10.4%
ETSY vs MUB
+7.4%
+3.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +2.1% |
| 7D | -12.7% | -1.2% | -11.5% | -10.4% |
| 30D | -9.9% | -2.8% | -7.2% | -4.3% |
| 3M | +4.2% | -3.1% | +7.2% | +11.5% |
| 6M | +34.2% | -2.9% | +37.1% | +43.2% |
| YTD | +29.1% | -2.0% | +31.2% | +35.8% |
| 1Y | +23.8% | 0.0% | +23.8% | +25.6% |
| All | +10.4% | +7.4% | +3.0% | -5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 3y: compounded portfolio wealth divided by compounded MUB 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…
3y analysis · Full analysis span regression · 6 months rolling