+13.9%
KEY vs ETSY
-66.3%
+80.3%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.2% | +1.9% | +0.1% |
| 7D | +0.5% | -3.7% | +4.3% | +1.2% |
| 30D | +6.9% | +12.8% | -5.9% | +4.2% |
| 3M | -5.0% | +7.6% | -12.6% | -6.9% |
| 6M | +0.7% | +34.4% | -33.6% | -6.0% |
| YTD | +6.5% | +56.0% | -49.6% | -4.7% |
| 1Y | +22.6% | +43.6% | -21.0% | +11.4% |
| 3Y | +125.3% | +36.8% | +88.6% | +97.9% |
| 5Y | +13.9% | -65.2% | +79.1% | +11.2% |
| All | +13.9% | -66.3% | +80.3% | +11.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling