+1,425.3%
TER vs ETSY
+185.0%
+1,240.3%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +2.1% | +6.2% | +7.9% |
| 7D | +5.9% | -8.2% | +14.1% | +7.9% |
| 30D | -30.8% | +14.8% | -45.6% | -33.1% |
| 3M | -29.9% | +11.2% | -41.1% | -32.3% |
| 6M | -27.5% | +47.6% | -75.0% | -34.7% |
| YTD | +37.5% | +59.4% | -21.9% | +18.9% |
| 1Y | +50.3% | +38.6% | +11.6% | +34.2% |
| 3Y | +204.9% | +39.7% | +165.2% | +158.4% |
| 5Y | +89.2% | -65.1% | +154.3% | +106.4% |
| 10Y | +1,077.0% | +653.8% | +423.1% | +672.5% |
| All | +1,425.3% | +185.0% | +1,240.3% | +848.7% |
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