+46.5%
F vs ETSY
-66.4%
+113.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -4.8% | +0.6% | -3.2% |
| 7D | +1.2% | -10.9% | +12.1% | +3.5% |
| 30D | +1.2% | -14.9% | +16.1% | +4.4% |
| 3M | -5.7% | +5.8% | -11.5% | -7.4% |
| 6M | +17.9% | +29.1% | -11.2% | +10.3% |
| YTD | +10.4% | +31.3% | -20.9% | +2.2% |
| 1Y | +25.3% | +25.1% | +0.2% | +15.4% |
| 3Y | +37.5% | +8.5% | +29.0% | +24.9% |
| 5Y | +46.5% | -66.1% | +112.6% | +49.1% |
| All | +46.5% | -66.4% | +113.0% | +49.1% |
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