+67.5%
MA vs ETSY
-66.4%
+134.0%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.8% | +3.4% | -0.8% |
| 7D | -1.8% | -10.9% | +9.2% | -0.2% |
| 30D | +1.4% | -14.9% | +16.3% | +3.6% |
| 3M | +17.7% | +5.8% | +11.9% | +16.4% |
| 6M | +9.7% | +29.1% | -19.4% | +5.1% |
| YTD | +0.5% | +31.3% | -30.9% | -4.3% |
| 1Y | -2.1% | +25.1% | -27.2% | -7.0% |
| 3Y | +40.1% | +8.5% | +31.6% | +31.6% |
| 5Y | +67.5% | -66.1% | +133.6% | +78.2% |
| All | +67.5% | -66.4% | +134.0% | +78.2% |
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