+77.1%
MSI vs ETSY
+41.3%
+35.8%
-27.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.7% | +0.1% |
| 7D | +3.2% | -1.0% | +4.3% | +3.3% |
| 30D | +17.6% | +7.3% | +10.3% | +17.2% |
| 3M | +14.5% | +10.3% | +4.2% | +13.9% |
| 6M | +34.3% | +55.1% | -20.8% | +31.6% |
| YTD | +39.7% | +60.5% | -20.8% | +36.2% |
| 1Y | +40.2% | +52.2% | -12.0% | +36.9% |
| 3Y | +77.1% | +40.8% | +36.3% | +72.8% |
| All | +77.1% | +41.3% | +35.8% | +72.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling