+26.8%
IP vs ETSY
+669.0%
-642.2%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.7% | +4.6% | +3.1% |
| 7D | -3.0% | -4.3% | +1.3% | -2.5% |
| 30D | +10.6% | +15.3% | -4.7% | +8.6% |
| 3M | -13.6% | +3.4% | -17.0% | -14.2% |
| 6M | +10.4% | +37.4% | -27.0% | +5.7% |
| YTD | -6.5% | +59.5% | -66.0% | -12.6% |
| 1Y | -2.1% | +49.7% | -51.8% | -7.9% |
| 3Y | +22.0% | +42.6% | -20.6% | +13.1% |
| 5Y | -9.7% | -65.8% | +56.1% | -7.5% |
| 10Y | +26.8% | +677.8% | -651.0% | -8.2% |
| All | +26.8% | +669.0% | -642.2% | -8.2% |
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