+97.2%
NI vs ETSY
-66.2%
+163.4%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.6% | -1.7% | -0.1% |
| 7D | 0.0% | -4.9% | +4.9% | +0.3% |
| 30D | -1.4% | -8.6% | +7.2% | -1.0% |
| 3M | -10.6% | +4.8% | -15.4% | -10.9% |
| 6M | -9.3% | +38.1% | -47.4% | -11.1% |
| YTD | +1.1% | +31.2% | -30.1% | -0.7% |
| 1Y | +3.4% | +22.1% | -18.7% | +1.6% |
| 3Y | +67.9% | +12.2% | +55.6% | +64.0% |
| All | +97.2% | -66.2% | +163.4% | +87.9% |
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 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