+95.6%
TFC vs ETSY
+431.9%
-336.3%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.5% | -0.1% |
| 7D | -2.4% | -4.9% | +2.5% | -1.8% |
| 30D | -3.4% | -8.6% | +5.3% | -2.3% |
| 3M | +0.4% | +4.8% | -4.3% | -0.5% |
| 6M | +12.7% | +38.1% | -25.4% | +7.3% |
| YTD | +5.6% | +31.2% | -25.7% | +0.8% |
| 1Y | +16.0% | +22.1% | -6.1% | +11.1% |
| 3Y | +94.0% | +12.2% | +81.7% | +84.1% |
| 5Y | +16.2% | -66.5% | +82.6% | +20.4% |
| All | +95.6% | +431.9% | -336.3% | +50.5% |
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