+309.6%
PM vs ETSY
+187.1%
+122.5%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | +1.1% |
| 7D | +0.5% | -1.0% | +1.6% | +0.6% |
| 30D | -3.2% | +7.3% | -10.5% | -3.6% |
| 3M | +6.2% | +10.3% | -4.1% | +5.6% |
| 6M | +7.7% | +55.1% | -47.4% | +5.4% |
| YTD | +27.3% | +60.5% | -33.3% | +23.9% |
| 1Y | +32.8% | +52.2% | -19.4% | +29.6% |
| 3Y | +150.0% | +40.8% | +109.2% | +141.9% |
| 5Y | +164.2% | -67.3% | +231.5% | +170.9% |
| 10Y | +265.7% | +659.4% | -393.7% | +204.5% |
| All | +309.6% | +187.1% | +122.5% | +241.7% |
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