+51.2%
MMM vs ETSY
+423.3%
-372.1%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.6% | -1.5% | -1.0% |
| 7D | -3.2% | -12.7% | +9.5% | -1.8% |
| 30D | -10.7% | -9.9% | -0.8% | -9.7% |
| 3M | +4.3% | +4.2% | +0.1% | +3.6% |
| 6M | +5.9% | +34.2% | -28.3% | +1.9% |
| YTD | +3.2% | +29.1% | -26.0% | -0.6% |
| 1Y | +8.0% | +23.8% | -15.8% | +4.0% |
| 3Y | +99.1% | +6.6% | +92.4% | +90.9% |
| 5Y | +25.7% | -67.0% | +92.8% | +29.9% |
| All | +51.2% | +423.3% | -372.1% | +22.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling