+92.6%
EWZ vs ETSY
+403.1%
-310.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.2% | +0.8% | -1.1% |
| 7D | -0.1% | -12.9% | +12.8% | +1.7% |
| 30D | +8.2% | -11.5% | +19.6% | +9.8% |
| 3M | +13.3% | +3.5% | +9.8% | +12.3% |
| 6M | +3.6% | +27.6% | -24.0% | -0.7% |
| YTD | +21.0% | +28.4% | -7.4% | +15.4% |
| 1Y | +34.7% | +27.1% | +7.6% | +27.5% |
| 3Y | +48.3% | +6.0% | +42.2% | +40.1% |
| 5Y | +60.1% | -67.1% | +127.2% | +70.3% |
| 10Y | +92.6% | +421.9% | -329.4% | +26.9% |
| All | +92.6% | +403.1% | -310.5% | +26.9% |
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