+75.8%
GM vs ETSY
-66.2%
+142.0%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.6% | -2.2% | -0.9% |
| 7D | -2.4% | -4.9% | +2.5% | -1.4% |
| 30D | -1.1% | -8.6% | +7.5% | +0.5% |
| 3M | +6.1% | +4.8% | +1.3% | +4.5% |
| 6M | +15.0% | +38.1% | -23.1% | +6.1% |
| YTD | +6.0% | +31.2% | -25.3% | -1.8% |
| 1Y | +47.1% | +22.1% | +25.0% | +36.6% |
| 3Y | +170.5% | +12.2% | +158.2% | +144.2% |
| All | +75.8% | -66.2% | +142.0% | +81.7% |
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