-56.8%
W vs ETSY
-65.5%
+8.7%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.1% | -2.5% | -2.5% |
| 7D | -1.7% | -3.5% | +1.9% | +0.9% |
| 30D | +3.2% | +11.4% | -8.1% | -4.9% |
| 3M | +8.3% | +10.9% | -2.6% | -1.4% |
| 6M | +84.3% | +53.5% | +30.8% | +33.3% |
| YTD | +11.0% | +59.3% | -48.2% | -25.0% |
| 1Y | -0.2% | +38.2% | -38.4% | -25.3% |
| 3Y | +157.9% | +39.6% | +118.3% | +59.9% |
| 5Y | -56.8% | -67.6% | +10.8% | -8.8% |
| All | -56.8% | -65.5% | +8.7% | -8.8% |
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