+22.4%
IP vs ETSY
+676.4%
-653.9%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.1% | -3.5% | -1.6% |
| 7D | -2.8% | -8.2% | +5.4% | -1.7% |
| 30D | +9.2% | +14.8% | -5.6% | +7.3% |
| 3M | -16.1% | +11.2% | -27.3% | -17.4% |
| 6M | +9.6% | +47.6% | -38.0% | +4.0% |
| YTD | -8.8% | +59.4% | -68.1% | -14.7% |
| 1Y | -5.5% | +38.6% | -44.1% | -10.2% |
| 3Y | +19.6% | +39.7% | -20.1% | +11.1% |
| 5Y | -13.5% | -65.1% | +51.7% | -11.5% |
| 10Y | +22.4% | +653.8% | -631.4% | -11.7% |
| All | +22.4% | +676.4% | -653.9% | -11.7% |
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