+5.6%
MSCI vs ETSY
-65.5%
+71.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.1% | -1.4% | -1.5% |
| 7D | -0.7% | -3.5% | +2.9% | +0.1% |
| 30D | +16.2% | +11.4% | +4.8% | +13.4% |
| 3M | +16.1% | +10.9% | +5.3% | +13.1% |
| 6M | +12.9% | +53.5% | -40.6% | +2.2% |
| YTD | +14.8% | +59.3% | -44.4% | +1.9% |
| 1Y | +13.8% | +38.2% | -24.4% | +4.0% |
| 3Y | +31.2% | +39.6% | -8.4% | +12.1% |
| 5Y | +5.6% | -67.6% | +73.1% | +36.8% |
| All | +5.6% | -65.5% | +71.1% | +36.8% |
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