+274.5%
IR vs ETSY
+545.5%
-271.0%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.6% | -1.2% | -0.8% |
| 7D | -3.1% | -12.7% | +9.7% | -1.1% |
| 30D | -14.0% | -9.9% | -4.1% | -12.8% |
| 3M | +3.7% | +4.2% | -0.4% | +2.6% |
| 6M | -15.4% | +34.2% | -49.6% | -20.0% |
| YTD | -7.7% | +29.1% | -36.8% | -12.5% |
| 1Y | -8.8% | +23.8% | -32.6% | -13.9% |
| 3Y | +5.6% | +6.6% | -1.1% | -0.7% |
| 5Y | +34.3% | -67.0% | +101.3% | +43.2% |
| All | +274.5% | +545.5% | -271.0% | +170.7% |
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