+74.8%
MMM vs ETSY
+146.8%
-72.0%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -6.7% | +6.9% | +0.8% |
| 7D | -3.3% | -8.5% | +5.2% | -2.5% |
| 30D | -7.0% | -10.9% | +3.9% | -6.1% |
| 3M | +10.8% | +14.1% | -3.3% | +9.2% |
| 6M | +5.8% | +37.5% | -31.7% | +2.0% |
| YTD | +6.8% | +38.0% | -31.2% | +2.7% |
| 1Y | +10.4% | +46.5% | -36.2% | +5.0% |
| 3Y | +104.7% | +2.5% | +102.2% | +98.0% |
| 5Y | +23.6% | -65.3% | +88.8% | +26.4% |
| 10Y | +54.1% | +451.6% | -397.5% | +26.5% |
| All | +74.8% | +146.8% | -72.0% | +41.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling