+154.8%
EXPE vs ETSY
+5.8%
+149.0%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.2% | +1.5% | 0.0% |
| 7D | -11.5% | -12.9% | +1.4% | -7.6% |
| 30D | -13.1% | -11.5% | -1.6% | -9.7% |
| 3M | +18.1% | +3.5% | +14.6% | +17.1% |
| 6M | +13.3% | +27.6% | -14.4% | +4.7% |
| YTD | -3.2% | +28.4% | -31.6% | -10.9% |
| 1Y | +26.1% | +27.1% | -0.9% | +14.4% |
| All | +154.8% | +5.8% | +149.0% | +104.7% |
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 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