+6,034.5%
FIX vs ETSY
+403.1%
+5,631.3%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.2% | +0.2% | -1.7% |
| 7D | +3.5% | -12.9% | +16.4% | +5.3% |
| 30D | -3.5% | -11.5% | +7.9% | -2.2% |
| 3M | -11.8% | +3.5% | -15.3% | -12.8% |
| 6M | +17.8% | +27.6% | -9.8% | +12.5% |
| YTD | +73.3% | +28.4% | +44.9% | +64.8% |
| 1Y | +128.1% | +27.1% | +101.0% | +115.2% |
| 3Y | +772.7% | +6.0% | +766.6% | +723.2% |
| 5Y | +2,166.4% | -67.1% | +2,233.6% | +2,271.4% |
| 10Y | +6,034.5% | +421.9% | +5,612.5% | +4,232.5% |
| All | +6,034.5% | +403.1% | +5,631.3% | +4,232.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling