+96.4%
SHOP vs ETSY
+5.8%
+90.6%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -2.2% | -3.2% | -4.7% |
| 7D | -10.6% | -12.9% | +2.3% | -6.2% |
| 30D | -18.3% | -11.5% | -6.8% | -14.9% |
| 3M | +14.8% | +3.5% | +11.3% | +12.7% |
| 6M | -5.0% | +27.6% | -32.7% | -13.6% |
| YTD | -21.2% | +28.4% | -49.6% | -29.0% |
| 1Y | -11.6% | +27.1% | -38.7% | -21.8% |
| All | +96.4% | +5.8% | +90.6% | +60.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling