+915.1%
MSFT vs ETSY
+650.4%
+264.7%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | 0.0% |
| 7D | -1.3% | -1.0% | -0.2% | -1.1% |
| 30D | -1.8% | +7.3% | -9.2% | -3.3% |
| 3M | +5.6% | +10.3% | -4.7% | +3.3% |
| 6M | +29.8% | +55.1% | -25.2% | +18.8% |
| YTD | +9.0% | +60.5% | -51.5% | -1.8% |
| 1Y | +4.9% | +52.2% | -47.2% | -4.6% |
| 3Y | +46.2% | +40.8% | +5.4% | +28.1% |
| 5Y | +62.1% | -67.3% | +129.4% | +79.7% |
| All | +915.1% | +650.4% | +264.7% | +500.3% |
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