+113.8%
MSTR vs ETSY
-66.4%
+180.2%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -4.8% | +0.4% | -1.8% |
| 7D | +9.3% | -10.9% | +20.2% | +16.2% |
| 30D | +36.5% | -14.9% | +51.4% | +48.1% |
| 3M | +7.3% | +5.8% | +1.5% | +2.9% |
| 6M | +2.2% | +29.1% | -26.9% | -13.8% |
| YTD | -10.2% | +31.3% | -41.5% | -26.0% |
| 1Y | -58.6% | +25.1% | -83.7% | -66.0% |
| 3Y | +283.2% | +8.5% | +274.7% | +201.9% |
| 5Y | +113.8% | -66.1% | +179.9% | +201.3% |
| All | +113.8% | -66.4% | +180.2% | +201.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling