+26.5%
IP vs ETSY
+660.8%
-634.3%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.7% | +2.6% | +1.1% |
| 7D | -5.1% | +1.1% | -6.1% | -5.2% |
| 30D | +8.5% | +25.8% | -17.3% | +5.4% |
| 3M | -13.8% | +9.3% | -23.2% | -15.0% |
| 6M | +5.7% | +38.4% | -32.7% | +1.2% |
| YTD | -9.1% | +62.2% | -71.3% | -15.2% |
| 1Y | -0.8% | +58.3% | -59.1% | -7.3% |
| 3Y | +14.8% | +42.6% | -27.8% | +6.4% |
| 5Y | -11.5% | -65.4% | +53.9% | -9.5% |
| All | +26.5% | +660.8% | -634.3% | -7.9% |
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 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