+228.2%
TER vs ETSY
-66.8%
+295.0%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.2% | +5.4% | +3.7% |
| 7D | +12.4% | -12.9% | +25.2% | +15.9% |
| 30D | +5.1% | -11.5% | +16.6% | +7.7% |
| 3M | +4.0% | +3.5% | +0.4% | +1.4% |
| 6M | +29.5% | +27.6% | +1.9% | +17.0% |
| YTD | +98.5% | +28.4% | +70.1% | +77.4% |
| 1Y | +234.1% | +27.1% | +207.0% | +188.7% |
| 3Y | +289.0% | +6.0% | +283.0% | +238.7% |
| 5Y | +228.2% | -67.1% | +295.3% | +270.9% |
| All | +228.2% | -66.8% | +295.0% | +270.9% |
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