+1,948.9%
TER vs ETSY
+146.8%
+1,802.1%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -6.7% | +12.2% | +6.9% |
| 7D | +0.6% | -8.5% | +9.1% | +2.4% |
| 30D | -8.3% | -10.9% | +2.6% | -6.3% |
| 3M | -12.2% | +14.1% | -26.3% | -15.7% |
| 6M | +17.1% | +37.5% | -20.4% | +6.1% |
| YTD | +84.7% | +38.0% | +46.7% | +66.1% |
| 1Y | +199.9% | +46.5% | +153.4% | +159.4% |
| 3Y | +232.8% | +2.5% | +230.2% | +204.6% |
| 5Y | +198.6% | -65.3% | +263.9% | +228.3% |
| 10Y | +1,669.7% | +451.6% | +1,218.1% | +1,120.6% |
| All | +1,948.9% | +146.8% | +1,802.1% | +1,225.1% |
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