+20.6%
EXE vs ETSY
+6.4%
+14.2%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | +0.2% |
| 7D | -2.2% | -12.7% | +10.5% | -1.4% |
| 30D | -0.8% | -9.9% | +9.1% | -0.2% |
| 3M | +10.0% | +4.2% | +5.9% | +9.2% |
| 6M | -6.3% | +34.2% | -40.5% | -9.2% |
| YTD | -10.7% | +29.1% | -39.8% | -13.5% |
| 1Y | +2.7% | +23.8% | -21.1% | -0.7% |
| All | +20.6% | +6.4% | +14.2% | +14.0% |
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 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