+995.4%
TER vs ETSY
+650.4%
+345.0%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.8% | -6.2% | -5.6% |
| 7D | +14.4% | -1.0% | +15.4% | +14.6% |
| 30D | -30.6% | +7.3% | -37.9% | -32.1% |
| 3M | -39.2% | +10.3% | -49.5% | -41.5% |
| 6M | -31.3% | +55.1% | -86.3% | -40.0% |
| YTD | +29.1% | +60.5% | -31.5% | +8.7% |
| 1Y | +47.4% | +52.2% | -4.8% | +25.8% |
| 3Y | +191.2% | +40.8% | +150.4% | +138.4% |
| 5Y | +74.0% | -67.3% | +141.3% | +98.3% |
| All | +995.4% | +650.4% | +345.0% | +472.9% |
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 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