+88.0%
MSFU vs ETSY
-14.8%
+102.8%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | +0.2% |
| 7D | -2.8% | -1.0% | -1.7% | -2.6% |
| 30D | -5.3% | +7.3% | -12.6% | -6.6% |
| 3M | +7.2% | +10.3% | -3.1% | +5.0% |
| 6M | +51.0% | +55.1% | -4.1% | +37.6% |
| YTD | -1.2% | +60.5% | -61.8% | -11.1% |
| 1Y | -10.3% | +52.2% | -62.5% | -18.6% |
| 3Y | +22.2% | +40.8% | -18.6% | +5.6% |
| All | +88.0% | -14.8% | +102.8% | +87.2% |
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