+140.0%
GLD vs ETSY
-66.8%
+206.8%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.2% | +3.1% | +0.9% |
| 7D | +0.1% | -12.9% | +13.0% | +0.4% |
| 30D | +0.2% | -11.5% | +11.7% | +0.4% |
| 3M | +3.2% | +3.5% | -0.3% | +3.1% |
| 6M | -14.6% | +27.6% | -42.3% | -15.1% |
| YTD | +1.8% | +28.4% | -26.6% | +1.1% |
| 1Y | +20.7% | +27.1% | -6.3% | +19.8% |
| 3Y | +126.5% | +6.0% | +120.5% | +124.8% |
| 5Y | +140.0% | -67.1% | +207.2% | +139.9% |
| All | +140.0% | -66.8% | +206.8% | +139.9% |
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