+68.9%
MP vs ETSY
-66.4%
+135.4%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.8% | +6.4% | +3.3% |
| 7D | +3.0% | -10.9% | +14.0% | +7.3% |
| 30D | +8.3% | -14.9% | +23.2% | +14.0% |
| 3M | -3.8% | +5.8% | -9.6% | -7.5% |
| 6M | -4.9% | +29.1% | -34.0% | -16.2% |
| YTD | +9.6% | +31.3% | -21.7% | -5.3% |
| 1Y | -11.7% | +25.1% | -36.8% | -24.5% |
| 3Y | +158.5% | +8.5% | +150.0% | +122.8% |
| 5Y | +68.9% | -66.1% | +135.0% | +123.5% |
| All | +68.9% | -66.4% | +135.4% | +123.5% |
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