-18.7%
OPEN vs ETSY
+5.8%
-24.5%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.2% | 0.0% | -1.0% |
| 7D | -2.9% | -12.9% | +10.0% | +4.6% |
| 30D | -13.8% | -11.5% | -2.3% | -8.5% |
| 3M | -30.9% | +3.5% | -34.4% | -33.8% |
| 6M | -40.9% | +27.6% | -68.6% | -50.7% |
| YTD | -48.5% | +28.4% | -77.0% | -57.7% |
| 1Y | -50.9% | +27.1% | -78.0% | -60.8% |
| All | -18.7% | +5.8% | -24.5% | -36.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling