+179.3%
EXE vs ETSY
-68.6%
+247.9%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.8% | +5.1% | +0.6% |
| 7D | -1.8% | -10.9% | +9.1% | -1.1% |
| 30D | +6.4% | -14.9% | +21.3% | +7.4% |
| 3M | +9.2% | +5.8% | +3.4% | +8.5% |
| 6M | -7.0% | +29.1% | -36.1% | -9.2% |
| YTD | -9.5% | +31.3% | -40.8% | -12.0% |
| 1Y | +6.2% | +25.1% | -18.9% | +3.2% |
| 3Y | +20.7% | +8.5% | +12.3% | +16.7% |
| 5Y | +103.6% | -66.1% | +169.7% | +105.8% |
| All | +179.3% | -68.6% | +247.9% | +183.4% |
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