+209.1%
INTU vs ETSY
+423.3%
-214.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -0.9% | -0.5% |
| 7D | -9.2% | -12.7% | +3.6% | -5.9% |
| 30D | -7.0% | -9.9% | +2.9% | -4.5% |
| 3M | +10.5% | +4.2% | +6.4% | +9.0% |
| 6M | -30.6% | +34.2% | -64.8% | -36.3% |
| YTD | -52.3% | +29.1% | -81.5% | -56.1% |
| 1Y | -51.8% | +23.8% | -75.6% | -55.8% |
| 3Y | -41.8% | +6.6% | -48.5% | -47.4% |
| 5Y | -42.8% | -67.0% | +24.2% | -34.0% |
| All | +209.1% | +423.3% | -214.3% | +98.7% |
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 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