+287.1%
INTU vs ETSY
+187.1%
+100.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | +0.3% |
| 7D | +0.1% | -1.0% | +1.1% | +0.3% |
| 30D | +10.1% | +7.3% | +2.8% | +8.2% |
| 3M | -4.2% | +10.3% | -14.5% | -6.4% |
| 6M | -7.2% | +55.1% | -62.3% | -16.3% |
| YTD | -47.7% | +60.5% | -108.2% | -53.6% |
| 1Y | -46.7% | +52.2% | -98.9% | -52.2% |
| 3Y | -34.1% | +40.8% | -74.9% | -43.0% |
| 5Y | -43.3% | -67.3% | +24.0% | -36.4% |
| 10Y | +232.6% | +659.4% | -426.8% | +125.5% |
| All | +287.1% | +187.1% | +100.0% | +162.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling