+388.4%
PSX vs ETSY
+146.8%
+241.6%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -6.7% | +6.9% | +0.6% |
| 7D | +4.5% | -8.5% | +13.0% | +5.2% |
| 30D | +26.6% | -10.9% | +37.5% | +27.5% |
| 3M | +39.3% | +14.1% | +25.2% | +37.6% |
| 6M | +56.8% | +37.5% | +19.3% | +52.4% |
| YTD | +101.8% | +38.0% | +63.8% | +95.6% |
| 1Y | +99.6% | +46.5% | +53.1% | +91.5% |
| 3Y | +140.3% | +2.5% | +137.8% | +133.3% |
| 5Y | +339.3% | -65.3% | +404.6% | +349.7% |
| 10Y | +369.9% | +451.6% | -81.8% | +238.7% |
| All | +388.4% | +146.8% | +241.6% | +245.1% |
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 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