+336.0%
IR vs ETSY
+702.5%
-366.6%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.4% |
| 7D | +2.5% | -1.0% | +3.6% | +2.7% |
| 30D | +9.2% | +7.3% | +1.8% | +7.7% |
| 3M | +0.9% | +10.3% | -9.4% | -1.1% |
| 6M | +19.2% | +55.1% | -35.8% | +10.4% |
| YTD | +7.5% | +60.5% | -53.1% | -1.9% |
| 1Y | +11.7% | +52.2% | -40.5% | +2.7% |
| 3Y | +23.9% | +40.8% | -16.9% | +11.3% |
| 5Y | +46.4% | -67.3% | +113.7% | +55.2% |
| All | +336.0% | +702.5% | -366.6% | +203.6% |
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