-73.3%
U vs ETSY
-67.3%
-5.9%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.8% | +4.4% | +4.7% |
| 7D | +2.6% | -1.0% | +3.6% | +3.3% |
| 30D | +27.6% | +7.3% | +20.2% | +19.5% |
| 3M | +15.3% | +10.3% | +5.0% | +4.1% |
| 6M | +96.4% | +55.1% | +41.3% | +35.5% |
| YTD | +19.6% | +60.5% | -41.0% | -21.0% |
| 1Y | +42.1% | +52.2% | -10.1% | -2.7% |
| 3Y | +87.5% | +40.8% | +46.7% | +13.0% |
| All | -73.3% | -67.3% | -5.9% | -50.3% |
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