+878.4%
MSFT vs ETSY
+431.9%
+446.5%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.6% | -1.0% | +0.4% |
| 7D | -0.8% | -4.9% | +4.1% | +0.1% |
| 30D | +0.8% | -8.6% | +9.5% | +2.4% |
| 3M | +27.2% | +4.8% | +22.4% | +25.5% |
| 6M | +22.9% | +38.1% | -15.2% | +14.9% |
| YTD | +3.1% | +31.2% | -28.1% | -3.3% |
| 1Y | -0.3% | +22.1% | -22.4% | -6.3% |
| 3Y | +50.1% | +12.2% | +37.8% | +37.3% |
| 5Y | +74.6% | -66.5% | +141.1% | +91.3% |
| All | +878.4% | +431.9% | +446.5% | +524.0% |
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