+8,434.7%
SHOP vs ETSY
+352.7%
+8,082.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -6.7% | +6.2% | +2.6% |
| 7D | -5.1% | -8.5% | +3.4% | -1.2% |
| 30D | +0.6% | -10.9% | +11.5% | +5.5% |
| 3M | +25.0% | +14.1% | +10.9% | +16.2% |
| 6M | +11.9% | +37.5% | -25.6% | -5.3% |
| YTD | -9.9% | +38.0% | -47.9% | -24.8% |
| 1Y | 0.0% | +46.5% | -46.6% | -21.4% |
| 3Y | +117.5% | +2.5% | +115.0% | +88.9% |
| 5Y | -6.6% | -65.3% | +58.6% | +32.6% |
| 10Y | +3,320.3% | +451.6% | +2,868.7% | +1,632.9% |
| All | +8,434.7% | +352.7% | +8,082.0% | +4,944.6% |
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 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