+553.4%
SE vs ETSY
+346.4%
+207.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.6% | -3.0% | -2.0% |
| 7D | -5.2% | -4.9% | -0.3% | -3.4% |
| 30D | -17.1% | -8.6% | -8.4% | -14.5% |
| 3M | +24.0% | +4.8% | +19.2% | +20.1% |
| 6M | +21.0% | +38.1% | -17.1% | +2.8% |
| YTD | -16.7% | +31.2% | -48.0% | -28.7% |
| 1Y | -45.9% | +22.1% | -68.0% | -53.8% |
| 3Y | +177.8% | +12.2% | +165.6% | +124.0% |
| 5Y | -67.4% | -66.5% | -0.9% | -57.4% |
| All | +553.4% | +346.4% | +207.0% | +333.1% |
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