+39.4%
PPL vs ETSY
-65.2%
+104.6%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -6.7% | +6.7% | +0.4% |
| 7D | +2.7% | -8.5% | +11.1% | +3.2% |
| 30D | +0.5% | -10.9% | +11.3% | +1.2% |
| 3M | +0.7% | +14.1% | -13.4% | -0.3% |
| 6M | -7.6% | +37.5% | -45.1% | -9.8% |
| YTD | +1.8% | +38.0% | -36.2% | -0.8% |
| 1Y | -0.8% | +46.5% | -47.3% | -4.2% |
| 3Y | +56.9% | +2.5% | +54.4% | +53.2% |
| All | +39.4% | -65.2% | +104.6% | +33.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling