+123.4%
PM vs ETSY
+5.8%
+117.6%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.2% | +2.8% | +0.6% |
| 7D | -1.2% | -12.9% | +11.7% | -1.0% |
| 30D | -0.2% | -11.5% | +11.3% | 0.0% |
| 3M | +4.9% | +3.5% | +1.4% | +5.1% |
| 6M | +9.0% | +27.6% | -18.6% | +8.7% |
| YTD | +17.8% | +28.4% | -10.6% | +17.3% |
| 1Y | +16.8% | +27.1% | -10.3% | +16.0% |
| All | +123.4% | +5.8% | +117.6% | +118.9% |
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 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