+119.0%
O vs ETSY
+146.8%
-27.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -6.7% | +5.9% | -0.3% |
| 7D | -0.7% | -8.5% | +7.7% | -0.1% |
| 30D | -1.9% | -10.9% | +9.0% | -1.1% |
| 3M | +3.8% | +14.1% | -10.3% | +2.7% |
| 6M | -4.7% | +37.5% | -42.2% | -7.3% |
| YTD | +12.5% | +38.0% | -25.5% | +9.2% |
| 1Y | +10.8% | +46.5% | -35.7% | +6.6% |
| 3Y | +28.8% | +2.5% | +26.3% | +25.5% |
| 5Y | +13.2% | -65.3% | +78.5% | +15.6% |
| 10Y | +53.5% | +451.6% | -398.2% | +25.2% |
| All | +119.0% | +146.8% | -27.8% | +85.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling