+208.8%
PM vs ETSY
+423.3%
-214.5%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.6% | +1.6% | +2.2% |
| 7D | +1.9% | -12.7% | +14.7% | +2.6% |
| 30D | +1.9% | -9.9% | +11.8% | +2.4% |
| 3M | +4.6% | +4.2% | +0.4% | +4.3% |
| 6M | +11.7% | +34.2% | -22.5% | +9.8% |
| YTD | +20.4% | +29.1% | -8.8% | +18.3% |
| 1Y | +19.0% | +23.8% | -4.9% | +16.8% |
| 3Y | +130.4% | +6.6% | +123.7% | +125.6% |
| 5Y | +131.5% | -67.0% | +198.5% | +137.3% |
| All | +208.8% | +423.3% | -214.5% | +152.3% |
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 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