+601.1%
MSI vs ETSY
+431.9%
+169.2%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.6% | -1.1% | +0.3% |
| 7D | -0.4% | -4.9% | +4.5% | +0.2% |
| 30D | -0.8% | -8.6% | +7.9% | +0.2% |
| 3M | +13.9% | +4.8% | +9.2% | +13.0% |
| 6M | +1.3% | +38.1% | -36.7% | -3.2% |
| YTD | +22.3% | +31.2% | -8.9% | +17.1% |
| 1Y | -3.9% | +22.1% | -26.0% | -7.9% |
| 3Y | +69.9% | +12.2% | +57.6% | +60.3% |
| 5Y | +103.8% | -66.5% | +170.3% | +114.7% |
| All | +601.1% | +431.9% | +169.2% | +402.0% |
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