+210.2%
TER vs ETSY
+40.3%
+169.9%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +2.1% | +6.2% | +8.1% |
| 7D | +5.9% | -8.2% | +14.1% | +6.7% |
| 30D | -30.8% | +14.8% | -45.6% | -31.7% |
| 3M | -29.9% | +11.2% | -41.1% | -30.9% |
| 6M | -27.5% | +47.6% | -75.0% | -31.7% |
| YTD | +37.5% | +59.4% | -21.9% | +24.8% |
| 1Y | +50.3% | +38.6% | +11.6% | +40.4% |
| All | +210.2% | +40.3% | +169.9% | +150.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling