+5,177.1%
FIX vs ETSY
+190.1%
+4,987.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -1.7% | +7.2% | +5.6% |
| 7D | -17.5% | +1.1% | -18.5% | -17.7% |
| 30D | -41.6% | +25.8% | -67.4% | -43.2% |
| 3M | -40.6% | +9.3% | -49.9% | -41.5% |
| 6M | -49.4% | +38.4% | -87.8% | -51.7% |
| YTD | +9.2% | +62.2% | -53.0% | +1.5% |
| 1Y | +6.5% | +58.3% | -51.9% | -0.8% |
| 3Y | +448.7% | +42.6% | +406.2% | +404.2% |
| 5Y | +948.7% | -65.4% | +1,014.2% | +973.9% |
| 10Y | +3,659.7% | +685.4% | +2,974.3% | +2,775.6% |
| All | +5,177.1% | +190.1% | +4,987.0% | +4,000.4% |
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