-35.7%
U vs ETSY
-34.3%
-1.4%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.6% | +2.9% | +3.4% |
| 7D | +5.5% | -4.9% | +10.4% | +8.9% |
| 30D | -1.3% | -8.6% | +7.3% | +3.9% |
| 3M | +64.6% | +4.8% | +59.8% | +55.4% |
| 6M | +119.4% | +38.1% | +81.3% | +68.2% |
| YTD | -0.5% | +31.2% | -31.7% | -20.4% |
| 1Y | +1.3% | +22.1% | -20.8% | -18.8% |
| 3Y | +15.6% | +12.2% | +3.4% | -11.3% |
| 5Y | -67.5% | -66.5% | -1.0% | -45.1% |
| All | -35.7% | -34.3% | -1.4% | -37.6% |
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 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