+461.8%
STM vs ETSY
+644.4%
-182.6%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.5% | +0.4% |
| 7D | +16.3% | -3.5% | +19.8% | +17.3% |
| 30D | -6.3% | +11.4% | -17.6% | -9.3% |
| 3M | -14.1% | +10.9% | -25.0% | -17.3% |
| 6M | -19.6% | +53.5% | -73.1% | -29.4% |
| YTD | +80.1% | +59.3% | +20.9% | +54.2% |
| 1Y | +95.4% | +38.2% | +57.2% | +73.4% |
| 3Y | +14.7% | +39.6% | -24.9% | -4.1% |
| 5Y | -5.4% | -67.6% | +62.2% | +8.4% |
| All | +461.8% | +644.4% | -182.6% | +201.8% |
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