-66.9%
SE vs ETSY
-67.3%
+0.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.6% | -1.5% | -1.2% |
| 7D | -4.8% | -12.7% | +7.9% | +1.1% |
| 30D | -18.1% | -9.9% | -8.2% | -14.7% |
| 3M | +30.6% | +4.2% | +26.5% | +26.2% |
| 6M | +20.8% | +34.2% | -13.4% | +1.2% |
| YTD | -15.6% | +29.1% | -44.7% | -29.1% |
| 1Y | -44.2% | +23.8% | -68.0% | -54.2% |
| 3Y | +181.5% | +6.6% | +174.9% | +118.4% |
| 5Y | -66.9% | -67.0% | +0.1% | -52.6% |
| All | -66.9% | -67.3% | +0.4% | -52.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling