+2,993.7%
SHOP vs ETSY
+431.9%
+2,561.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.6% | +0.1% | +0.9% |
| 7D | -11.2% | -4.9% | -6.3% | -8.8% |
| 30D | -14.4% | -8.6% | -5.7% | -10.6% |
| 3M | +16.6% | +4.8% | +11.8% | +12.7% |
| 6M | -0.6% | +38.1% | -38.7% | -16.9% |
| YTD | -20.0% | +31.2% | -51.2% | -32.4% |
| 1Y | -11.2% | +22.1% | -33.3% | -24.4% |
| 3Y | +99.5% | +12.2% | +87.2% | +62.6% |
| 5Y | -13.2% | -66.5% | +53.3% | +28.2% |
| All | +2,993.7% | +431.9% | +2,561.8% | +1,652.6% |
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 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