-42.6%
INTU vs ETSY
-66.8%
+24.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.2% | +0.7% | -0.9% |
| 7D | -8.5% | -12.9% | +4.4% | -4.8% |
| 30D | -6.1% | -11.5% | +5.3% | -2.9% |
| 3M | +7.3% | +3.5% | +3.8% | +5.8% |
| 6M | -33.2% | +27.6% | -60.8% | -38.3% |
| YTD | -52.2% | +28.4% | -80.6% | -56.2% |
| 1Y | -52.7% | +27.1% | -79.8% | -57.4% |
| 3Y | -41.6% | +6.0% | -47.7% | -48.0% |
| 5Y | -42.6% | -67.1% | +24.5% | -29.9% |
| All | -42.6% | -66.8% | +24.1% | -29.9% |
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