+723.8%
MSTR vs ETSY
+146.8%
+577.0%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -6.7% | +5.3% | +0.6% |
| 7D | +12.2% | -8.5% | +20.6% | +15.0% |
| 30D | +45.2% | -10.9% | +56.1% | +49.9% |
| 3M | +10.4% | +14.1% | -3.7% | +5.7% |
| 6M | -2.5% | +37.5% | -40.0% | -12.5% |
| YTD | -6.0% | +38.0% | -44.0% | -16.2% |
| 1Y | -56.4% | +46.5% | -103.0% | -62.2% |
| 3Y | +306.3% | +2.5% | +303.8% | +275.0% |
| 5Y | +100.5% | -65.3% | +165.8% | +134.0% |
| 10Y | +741.1% | +451.6% | +289.5% | +607.4% |
| All | +723.8% | +146.8% | +577.0% | +527.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling