+1,463.0%
STX vs ETSY
+187.1%
+1,275.9%
-66.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.8% | -3.9% | -3.2% |
| 7D | +14.6% | -1.0% | +15.6% | +14.8% |
| 30D | -26.0% | +7.3% | -33.3% | -26.8% |
| 3M | -42.6% | +10.3% | -52.9% | -43.8% |
| 6M | -35.3% | +55.1% | -90.3% | -40.2% |
| YTD | +92.5% | +60.5% | +31.9% | +75.6% |
| 1Y | +102.4% | +52.2% | +50.2% | +86.0% |
| 3Y | +673.8% | +40.8% | +633.0% | +591.6% |
| 5Y | +463.1% | -67.3% | +530.4% | +499.1% |
| 10Y | +2,014.6% | +659.4% | +1,355.2% | +1,156.4% |
| All | +1,463.0% | +187.1% | +1,275.9% | +746.8% |
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 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