+192.5%
EXC vs ETSY
+187.1%
+5.4%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.6% | +1.3% |
| 7D | +1.4% | -1.0% | +2.4% | +1.4% |
| 30D | +8.6% | +7.3% | +1.2% | +8.0% |
| 3M | +2.4% | +10.3% | -7.9% | +1.6% |
| 6M | +6.5% | +55.1% | -48.6% | +3.3% |
| YTD | +9.0% | +60.5% | -51.5% | +5.1% |
| 1Y | +4.6% | +52.2% | -47.6% | +1.1% |
| 3Y | +33.5% | +40.8% | -7.3% | +27.7% |
| 5Y | +41.4% | -67.3% | +108.7% | +46.5% |
| 10Y | +204.3% | +659.4% | -455.1% | +141.5% |
| All | +192.5% | +187.1% | +5.4% | +134.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling