+363.0%
NDAQ vs ETSY
+431.9%
-68.8%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.6% | -2.2% | -0.8% |
| 7D | -5.6% | -4.9% | -0.7% | -4.9% |
| 30D | -4.4% | -8.6% | +4.3% | -3.2% |
| 3M | +5.9% | +4.8% | +1.1% | +4.7% |
| 6M | +7.7% | +38.1% | -30.4% | +1.9% |
| YTD | -5.2% | +31.2% | -36.4% | -10.0% |
| 1Y | -3.4% | +22.1% | -25.5% | -8.1% |
| 3Y | +85.6% | +12.2% | +73.4% | +73.5% |
| 5Y | +49.5% | -66.5% | +116.0% | +59.0% |
| All | +363.0% | +431.9% | -68.8% | +261.6% |
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