+614.8%
QQQ vs ETSY
+130.9%
+483.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.6% | -1.6% | -1.2% |
| 7D | -1.3% | -12.7% | +11.5% | +1.0% |
| 30D | -1.4% | -9.9% | +8.6% | +0.2% |
| 3M | +2.3% | +4.2% | -1.9% | +1.0% |
| 6M | +16.9% | +34.2% | -17.3% | +9.9% |
| YTD | +15.6% | +29.1% | -13.5% | +8.9% |
| 1Y | +22.6% | +23.8% | -1.2% | +15.1% |
| 3Y | +93.5% | +6.6% | +86.9% | +80.3% |
| 5Y | +93.9% | -67.0% | +160.9% | +110.0% |
| 10Y | +564.6% | +424.9% | +139.7% | +380.5% |
| All | +614.8% | +130.9% | +483.8% | +409.4% |
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