+588.4%
MS vs ETSY
+185.3%
+403.1%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.7% | +4.8% | +3.4% |
| 7D | +0.7% | -4.3% | +5.1% | +1.4% |
| 30D | -0.9% | +15.3% | -16.2% | -3.1% |
| 3M | -13.0% | +3.4% | -16.4% | -13.8% |
| 6M | -2.0% | +37.4% | -39.3% | -7.1% |
| YTD | +7.8% | +59.5% | -51.7% | -0.8% |
| 1Y | +17.9% | +49.7% | -31.8% | +9.3% |
| 3Y | +174.8% | +42.6% | +132.2% | +148.9% |
| 5Y | +119.9% | -65.8% | +185.7% | +131.6% |
| 10Y | +578.8% | +677.8% | -99.0% | +344.2% |
| All | +588.4% | +185.3% | +403.1% | +343.6% |
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