+338.8%
SPY vs ETSY
+134.9%
+203.9%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.8% | +4.3% | +0.1% |
| 7D | +0.5% | -10.9% | +11.5% | +2.0% |
| 30D | -0.9% | -14.9% | +13.9% | +0.9% |
| 3M | +3.9% | +5.8% | -1.9% | +2.8% |
| 6M | +14.5% | +29.1% | -14.6% | +10.1% |
| YTD | +12.9% | +31.3% | -18.4% | +7.9% |
| 1Y | +19.4% | +25.1% | -5.8% | +13.8% |
| 3Y | +78.5% | +8.5% | +70.0% | +69.2% |
| 5Y | +81.8% | -66.1% | +147.8% | +90.6% |
| 10Y | +311.5% | +410.3% | -98.8% | +216.1% |
| All | +338.8% | +134.9% | +203.9% | +231.2% |
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