+753.2%
MTZ vs ETSY
+403.1%
+350.1%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.2% | 0.0% | -1.9% |
| 7D | +2.3% | -12.9% | +15.2% | +4.2% |
| 30D | -10.3% | -11.5% | +1.2% | -9.0% |
| 3M | -31.8% | +3.5% | -35.4% | -32.5% |
| 6M | -19.2% | +27.6% | -46.8% | -22.9% |
| YTD | +10.7% | +28.4% | -17.7% | +5.2% |
| 1Y | +37.5% | +27.1% | +10.5% | +29.6% |
| 3Y | +162.4% | +6.0% | +156.3% | +148.0% |
| 5Y | +166.3% | -67.1% | +233.5% | +181.7% |
| 10Y | +753.2% | +421.9% | +331.3% | +430.6% |
| All | +753.2% | +403.1% | +350.1% | +430.6% |
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