+803.2%
MS vs ETSY
+403.1%
+400.1%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.2% | +1.8% | -0.1% |
| 7D | +1.7% | -12.9% | +14.6% | +3.8% |
| 30D | 0.0% | -11.5% | +11.5% | +1.8% |
| 3M | +3.0% | +3.5% | -0.5% | +2.0% |
| 6M | +35.7% | +27.6% | +8.1% | +29.3% |
| YTD | +23.3% | +28.4% | -5.1% | +16.9% |
| 1Y | +44.7% | +27.1% | +17.6% | +36.1% |
| 3Y | +178.0% | +6.0% | +171.9% | +162.0% |
| 5Y | +143.2% | -67.1% | +210.3% | +159.6% |
| 10Y | +803.2% | +421.9% | +381.3% | +506.2% |
| All | +803.2% | +403.1% | +400.1% | +506.2% |
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