+72.2%
MSFU vs ETSY
-30.3%
+102.5%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.8% | +2.5% | -1.4% |
| 7D | -3.2% | -10.9% | +7.8% | -1.0% |
| 30D | -3.1% | -14.9% | +11.7% | -0.3% |
| 3M | +35.3% | +5.8% | +29.5% | +32.8% |
| 6M | +31.6% | +29.1% | +2.5% | +24.2% |
| YTD | -9.5% | +31.3% | -40.9% | -15.2% |
| 1Y | -18.4% | +25.1% | -43.5% | -23.8% |
| 3Y | +26.9% | +8.5% | +18.5% | +15.7% |
| All | +72.2% | -30.3% | +102.5% | +78.5% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling