+155.2%
W vs ETSY
+431.9%
-276.6%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.6% | -0.5% | 0.0% |
| 7D | -0.9% | -4.9% | +4.0% | +2.4% |
| 30D | -4.2% | -8.6% | +4.4% | +0.8% |
| 3M | +26.9% | +4.8% | +22.1% | +22.1% |
| 6M | +31.2% | +38.1% | -6.9% | +4.0% |
| YTD | -1.8% | +31.2% | -33.1% | -21.7% |
| 1Y | +9.3% | +22.1% | -12.8% | -12.7% |
| 3Y | +33.2% | +12.2% | +21.0% | +3.7% |
| 5Y | -62.4% | -66.5% | +4.1% | -32.0% |
| All | +155.2% | +431.9% | -276.6% | +28.5% |
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