+536.9%
MSTR vs ETSY
+644.9%
-108.1%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.1% | -1.1% | +0.3% |
| 7D | -14.2% | -8.2% | -6.0% | -11.4% |
| 30D | -19.9% | +14.8% | -34.7% | -23.7% |
| 3M | +27.3% | +11.2% | +16.2% | +22.2% |
| 6M | -37.6% | +47.6% | -85.2% | -46.0% |
| YTD | -19.5% | +59.4% | -78.8% | -33.3% |
| 1Y | -47.1% | +38.6% | -85.7% | -54.0% |
| 3Y | +140.3% | +39.7% | +100.6% | +95.6% |
| 5Y | +49.5% | -65.1% | +114.6% | +74.3% |
| All | +536.9% | +644.9% | -108.1% | +395.8% |
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 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