+182.7%
EXPE vs ETSY
+187.1%
-4.4%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.0% | -1.3% |
| 7D | -0.5% | -1.0% | +0.5% | -0.3% |
| 30D | -6.1% | +7.3% | -13.4% | -7.2% |
| 3M | -21.3% | +10.3% | -31.6% | -22.7% |
| 6M | +19.0% | +55.1% | -36.0% | +9.2% |
| YTD | -8.4% | +60.5% | -69.0% | -16.9% |
| 1Y | -2.8% | +52.2% | -55.0% | -10.9% |
| 3Y | +120.8% | +40.8% | +80.0% | +98.2% |
| 5Y | +46.2% | -67.3% | +113.5% | +56.9% |
| 10Y | +123.8% | +659.4% | -535.6% | +51.3% |
| All | +182.7% | +187.1% | -4.4% | +84.4% |
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