+558.6%
QQQ vs ETSY
+431.9%
+126.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.6% | -0.8% | +0.6% |
| 7D | -0.6% | -4.9% | +4.3% | +0.4% |
| 30D | -1.2% | -8.6% | +7.4% | +0.3% |
| 3M | -0.2% | +4.8% | -5.0% | -1.7% |
| 6M | +17.9% | +38.1% | -20.2% | +9.4% |
| YTD | +16.6% | +31.2% | -14.6% | +8.6% |
| 1Y | +23.0% | +22.1% | +0.9% | +14.8% |
| 3Y | +92.9% | +12.2% | +80.7% | +76.0% |
| 5Y | +95.6% | -66.5% | +162.1% | +114.3% |
| All | +558.6% | +431.9% | +126.7% | +344.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling