+40.4%
MXL vs ETSY
-66.2%
+106.6%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +1.6% | +5.9% | +7.0% |
| 7D | +18.9% | -4.9% | +23.8% | +20.7% |
| 30D | +0.3% | -8.6% | +9.0% | +2.5% |
| 3M | -8.0% | +4.8% | -12.8% | -12.2% |
| 6M | +341.2% | +38.1% | +303.2% | +276.5% |
| YTD | +327.8% | +31.2% | +296.6% | +267.9% |
| 1Y | +364.9% | +22.1% | +342.8% | +302.1% |
| 3Y | +229.2% | +12.2% | +217.0% | +176.8% |
| All | +40.4% | -66.2% | +106.6% | +73.6% |
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 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