-68.9%
U vs ETSY
-67.3%
-1.5%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.6% | -1.7% | -1.5% |
| 7D | 0.0% | -12.7% | +12.7% | +9.5% |
| 30D | -4.1% | -9.9% | +5.8% | +2.2% |
| 3M | +57.8% | +4.2% | +53.6% | +48.7% |
| 6M | +103.5% | +34.2% | +69.3% | +55.7% |
| YTD | -4.8% | +29.1% | -33.9% | -24.6% |
| 1Y | -2.4% | +23.8% | -26.2% | -24.6% |
| 3Y | +11.7% | +6.6% | +5.0% | -14.8% |
| 5Y | -68.9% | -67.0% | -1.8% | -43.3% |
| All | -68.9% | -67.3% | -1.5% | -43.3% |
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