+599.1%
MA vs ETSY
+146.8%
+452.3%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -6.7% | +5.6% | -0.1% |
| 7D | -2.7% | -8.5% | +5.8% | -1.5% |
| 30D | +1.5% | -10.9% | +12.4% | +3.1% |
| 3M | +20.4% | +14.1% | +6.3% | +17.7% |
| 6M | +11.1% | +37.5% | -26.3% | +5.4% |
| YTD | +2.0% | +38.0% | -36.0% | -3.8% |
| 1Y | -2.2% | +46.5% | -48.7% | -9.4% |
| 3Y | +41.9% | +2.5% | +39.4% | +34.6% |
| 5Y | +75.4% | -65.3% | +140.6% | +86.3% |
| 10Y | +527.5% | +451.6% | +75.9% | +322.7% |
| All | +599.1% | +146.8% | +452.3% | +367.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling