+90.0%
PPL vs ETSY
+190.1%
-100.1%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.7% | +1.2% | -0.5% |
| 7D | +0.4% | +1.1% | -0.7% | +0.3% |
| 30D | +5.4% | +25.8% | -20.3% | +4.0% |
| 3M | +4.3% | +9.3% | -5.1% | +3.6% |
| 6M | -1.3% | +38.4% | -39.8% | -3.3% |
| YTD | +4.7% | +62.2% | -57.5% | +1.4% |
| 1Y | +1.3% | +58.3% | -57.1% | -1.9% |
| 3Y | +57.2% | +42.6% | +14.7% | +51.4% |
| 5Y | +48.2% | -65.4% | +113.7% | +49.9% |
| 10Y | +62.7% | +685.4% | -622.7% | +38.3% |
| All | +90.0% | +190.1% | -100.1% | +57.8% |
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