+196.7%
ETSY vs MUB
+25.2%
+171.5%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +1.6% |
| 7D | -1.0% | -1.3% | +0.2% | +1.9% |
| 30D | +7.3% | +2.2% | +5.1% | +2.2% |
| 3M | +10.3% | -1.6% | +11.9% | +14.6% |
| 6M | +55.1% | -1.3% | +56.3% | +60.1% |
| YTD | +60.5% | -0.7% | +61.2% | +63.9% |
| 1Y | +52.2% | -0.2% | +52.4% | +53.7% |
| 3Y | +40.8% | +9.6% | +31.2% | +15.1% |
| 5Y | -67.3% | +2.6% | -69.8% | -69.0% |
| 10Y | +659.4% | +21.5% | +637.9% | +570.6% |
| All | +196.7% | +25.2% | +171.5% | +133.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling