+2,105.4%
FIX vs ETSY
-65.2%
+2,170.7%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -6.7% | +8.6% | +2.9% |
| 7D | +6.0% | -8.5% | +14.5% | +7.4% |
| 30D | -7.2% | -10.9% | +3.6% | -5.8% |
| 3M | -15.9% | +14.1% | -30.0% | -18.3% |
| 6M | +12.7% | +37.5% | -24.7% | +5.2% |
| YTD | +72.8% | +38.0% | +34.8% | +60.3% |
| 1Y | +122.9% | +46.5% | +76.4% | +101.6% |
| 3Y | +774.3% | +2.5% | +771.8% | +714.9% |
| All | +2,105.4% | -65.2% | +2,170.7% | +2,202.7% |
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 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