+696.2%
MS vs ETSY
+146.8%
+549.4%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -6.7% | +7.0% | +1.3% |
| 7D | +1.4% | -8.5% | +9.8% | +2.7% |
| 30D | -0.3% | -10.9% | +10.6% | +1.3% |
| 3M | +0.3% | +14.1% | -13.8% | -2.0% |
| 6M | +31.3% | +37.5% | -6.1% | +24.3% |
| YTD | +24.7% | +38.0% | -13.3% | +17.4% |
| 1Y | +47.9% | +46.5% | +1.4% | +36.8% |
| 3Y | +178.3% | +2.5% | +175.8% | +165.0% |
| 5Y | +144.9% | -65.3% | +210.2% | +158.0% |
| 10Y | +804.5% | +451.6% | +352.9% | +516.6% |
| All | +696.2% | +146.8% | +549.4% | +425.4% |
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