+31.1%
OMC vs ETSY
+431.9%
-400.8%
-43.2%
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% | -0.7% |
| 7D | -4.4% | -4.9% | +0.5% | -3.9% |
| 30D | -7.6% | -8.6% | +1.0% | -6.7% |
| 3M | +4.5% | +4.8% | -0.3% | +3.9% |
| 6M | -0.3% | +38.1% | -38.3% | -4.0% |
| YTD | -0.1% | +31.2% | -31.4% | -3.5% |
| 1Y | +4.6% | +22.1% | -17.5% | +1.2% |
| 3Y | +10.5% | +12.2% | -1.8% | +5.9% |
| 5Y | +31.7% | -66.5% | +98.2% | +33.6% |
| All | +31.1% | +431.9% | -400.8% | +1.2% |
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