+105.4%
EXE vs ETSY
-67.3%
+172.8%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | +0.2% |
| 7D | -2.2% | -12.7% | +10.5% | -1.2% |
| 30D | -0.8% | -9.9% | +9.1% | -0.1% |
| 3M | +10.0% | +4.2% | +5.9% | +9.3% |
| 6M | -6.3% | +34.2% | -40.5% | -9.2% |
| YTD | -10.7% | +29.1% | -39.8% | -13.4% |
| 1Y | +2.7% | +23.8% | -21.1% | -0.6% |
| 3Y | +19.1% | +6.6% | +12.5% | +14.7% |
| 5Y | +105.4% | -67.0% | +172.4% | +115.3% |
| All | +105.4% | -67.3% | +172.8% | +115.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling