+22.6%
IP vs ETSY
+441.1%
-418.5%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -6.7% | +8.9% | +3.0% |
| 7D | -5.3% | -8.5% | +3.2% | -4.3% |
| 30D | -10.9% | -10.9% | 0.0% | -9.7% |
| 3M | +11.2% | +14.1% | -2.9% | +9.1% |
| 6M | -10.2% | +37.5% | -47.7% | -14.1% |
| YTD | -2.0% | +38.0% | -40.0% | -6.6% |
| 1Y | -19.1% | +46.5% | -65.6% | -23.7% |
| 3Y | +20.9% | +2.5% | +18.3% | +16.3% |
| 5Y | -17.8% | -65.3% | +47.5% | -15.6% |
| All | +22.6% | +441.1% | -418.5% | -9.5% |
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