+149.4%
MAR vs ETSY
-66.2%
+215.6%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.6% | +0.1% | +1.4% |
| 7D | -0.5% | -4.9% | +4.4% | +0.3% |
| 30D | -5.4% | -8.6% | +3.2% | -4.0% |
| 3M | -15.5% | +4.8% | -20.3% | -16.6% |
| 6M | +3.0% | +38.1% | -35.1% | -4.1% |
| YTD | +8.5% | +31.2% | -22.7% | +1.6% |
| 1Y | +26.0% | +22.1% | +3.9% | +18.2% |
| 3Y | +68.6% | +12.2% | +56.4% | +55.2% |
| All | +149.4% | -66.2% | +215.6% | +148.8% |
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