+89.0%
MGY vs ETSY
-66.2%
+155.2%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.5% | 0.0% |
| 7D | +3.5% | -4.9% | +8.4% | +4.0% |
| 30D | +5.3% | -8.6% | +13.9% | +6.0% |
| 3M | +2.6% | +4.8% | -2.1% | +1.6% |
| 6M | -3.3% | +38.1% | -41.4% | -7.4% |
| YTD | +29.2% | +31.2% | -2.0% | +24.0% |
| 1Y | +18.0% | +22.1% | -4.1% | +13.3% |
| 3Y | +30.0% | +12.2% | +17.8% | +22.9% |
| All | +89.0% | -66.2% | +155.2% | +106.1% |
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