+84.3%
MKSI vs ETSY
-66.2%
+150.5%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.6% | +0.5% | +1.6% |
| 7D | +2.7% | -4.9% | +7.6% | +4.1% |
| 30D | -12.8% | -8.6% | -4.2% | -11.0% |
| 3M | -22.5% | +4.8% | -27.3% | -24.9% |
| 6M | +19.4% | +38.1% | -18.7% | +4.6% |
| YTD | +67.7% | +31.2% | +36.5% | +47.9% |
| 1Y | +131.4% | +22.1% | +109.3% | +104.8% |
| 3Y | +197.3% | +12.2% | +185.1% | +156.8% |
| All | +84.3% | -66.2% | +150.5% | +110.9% |
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