+21.3%
EXC vs ETSY
+4.9%
+16.3%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.8% | +5.5% | +0.9% |
| 7D | +1.2% | -10.9% | +12.2% | +1.7% |
| 30D | -2.7% | -14.9% | +12.2% | -2.2% |
| 3M | -1.0% | +5.8% | -6.8% | -1.1% |
| 6M | -9.3% | +29.1% | -38.4% | -10.1% |
| YTD | +3.6% | +31.3% | -27.7% | +2.5% |
| 1Y | +5.9% | +25.1% | -19.2% | +4.5% |
| 3Y | +21.3% | +8.5% | +12.8% | +18.7% |
| All | +21.3% | +4.9% | +16.3% | +18.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling