+76.3%
MMM vs ETSY
+650.4%
-574.1%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.8% | -1.1% |
| 7D | -0.4% | -1.0% | +0.6% | -0.3% |
| 30D | +12.1% | +7.3% | +4.8% | +11.2% |
| 3M | +1.4% | +10.3% | -8.9% | +0.1% |
| 6M | +26.6% | +55.1% | -28.5% | +20.1% |
| YTD | +16.8% | +60.5% | -43.7% | +9.7% |
| 1Y | +10.1% | +52.2% | -42.1% | +4.0% |
| 3Y | +158.4% | +40.8% | +117.6% | +140.2% |
| 5Y | +43.1% | -67.3% | +110.4% | +47.5% |
| All | +76.3% | +650.4% | -574.1% | +38.1% |
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 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