-18.9%
EXE vs ETSY
+60.7%
-79.6%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +7.1% | -10.0% | -2.6% |
| 7D | -4.7% | +4.2% | -8.9% | -4.4% |
| 30D | +1.0% | +35.8% | -34.7% | +1.9% |
| 3M | -5.6% | +11.4% | -17.0% | -5.2% |
| 6M | -12.3% | +50.3% | -62.6% | -12.3% |
| YTD | -19.5% | +73.6% | -93.1% | -21.3% |
| 1Y | -18.9% | +65.2% | -84.0% | -20.0% |
| All | -18.9% | +60.7% | -79.6% | -20.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling