-49.3%
TE vs ETSY
-66.2%
+16.9%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.6% | -1.0% | 0.0% |
| 7D | +0.2% | -4.9% | +5.1% | +2.0% |
| 30D | -5.9% | -8.6% | +2.7% | -3.2% |
| 3M | -45.6% | +4.8% | -50.4% | -47.9% |
| 6M | -43.4% | +38.1% | -81.5% | -52.0% |
| YTD | -31.0% | +31.2% | -62.2% | -40.9% |
| 1Y | +145.2% | +22.1% | +123.1% | +115.9% |
| 3Y | -24.1% | +12.2% | -36.3% | -35.0% |
| All | -49.3% | -66.2% | +16.9% | -33.9% |
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