+1,077.4%
STX vs ETSY
-66.8%
+1,144.2%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.2% | +0.2% | -1.7% |
| 7D | +9.6% | -12.9% | +22.5% | +11.6% |
| 30D | +10.6% | -11.5% | +22.1% | +12.1% |
| 3M | +4.8% | +3.5% | +1.3% | +2.8% |
| 6M | +137.3% | +27.6% | +109.6% | +123.7% |
| YTD | +222.5% | +28.4% | +194.1% | +202.5% |
| 1Y | +366.2% | +27.1% | +339.1% | +330.3% |
| 3Y | +1,352.9% | +6.0% | +1,346.9% | +1,231.7% |
| 5Y | +1,077.4% | -67.1% | +1,144.6% | +1,128.1% |
| All | +1,077.4% | -66.8% | +1,144.2% | +1,128.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling