+157.2%
EXC vs ETSY
+423.3%
-266.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.6% | -1.3% | -0.7% |
| 7D | -1.6% | -12.7% | +11.1% | -0.7% |
| 30D | -2.4% | -9.9% | +7.5% | -1.7% |
| 3M | -4.0% | +4.2% | -8.1% | -4.3% |
| 6M | -9.8% | +34.2% | -44.0% | -11.9% |
| YTD | +2.3% | +29.1% | -26.8% | -0.1% |
| 1Y | +3.8% | +23.8% | -20.0% | +1.3% |
| 3Y | +19.7% | +6.6% | +13.1% | +16.4% |
| 5Y | +45.6% | -67.0% | +112.6% | +51.0% |
| All | +157.2% | +423.3% | -266.1% | +97.1% |
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