+168.3%
MTZ vs ETSY
+4.9%
+163.4%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -4.8% | +8.6% | +4.5% |
| 7D | +3.6% | -10.9% | +14.5% | +5.3% |
| 30D | -9.6% | -14.9% | +5.2% | -7.6% |
| 3M | -31.9% | +5.8% | -37.7% | -33.0% |
| 6M | -13.8% | +29.1% | -42.9% | -19.0% |
| YTD | +13.3% | +31.3% | -18.1% | +5.5% |
| 1Y | +39.3% | +25.1% | +14.2% | +28.5% |
| 3Y | +168.3% | +8.5% | +159.9% | +122.9% |
| All | +168.3% | +4.9% | +163.4% | +122.9% |
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