+169.7%
EXE vs ETSY
-68.7%
+238.4%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.6% | -3.7% | -2.2% |
| 7D | -3.1% | -4.9% | +1.8% | -2.8% |
| 30D | -0.9% | -8.6% | +7.7% | -0.4% |
| 3M | +9.6% | +4.8% | +4.8% | +8.8% |
| 6M | -11.6% | +38.1% | -49.7% | -14.2% |
| YTD | -12.6% | +31.2% | -43.8% | -15.0% |
| 1Y | +1.2% | +22.1% | -20.9% | -1.5% |
| 3Y | +18.0% | +12.2% | +5.8% | +13.9% |
| 5Y | +101.1% | -66.5% | +167.6% | +103.3% |
| All | +169.7% | -68.7% | +238.4% | +173.7% |
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 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