+990.2%
IBKR vs ETSY
+431.9%
+558.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.6% | +0.5% | +1.9% |
| 7D | -1.3% | -4.9% | +3.6% | -0.6% |
| 30D | -0.2% | -8.6% | +8.4% | +0.9% |
| 3M | +3.0% | +4.8% | -1.8% | +1.7% |
| 6M | +33.9% | +38.1% | -4.2% | +26.5% |
| YTD | +42.5% | +31.2% | +11.3% | +35.2% |
| 1Y | +44.9% | +22.1% | +22.8% | +38.2% |
| 3Y | +293.0% | +12.2% | +280.8% | +268.3% |
| 5Y | +497.7% | -66.5% | +564.1% | +531.2% |
| All | +990.2% | +431.9% | +558.3% | +700.4% |
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 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