+45.6%
XEL vs ETSY
+8.1%
+37.5%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.5% | 0.0% |
| 7D | -0.3% | -4.9% | +4.6% | 0.0% |
| 30D | -3.9% | -8.6% | +4.7% | -3.5% |
| 3M | -2.8% | +4.8% | -7.6% | -3.1% |
| 6M | -5.4% | +38.1% | -43.5% | -7.5% |
| YTD | +3.8% | +31.2% | -27.5% | +1.5% |
| 1Y | +6.8% | +22.1% | -15.3% | +4.4% |
| 3Y | +45.6% | +12.2% | +33.3% | +38.7% |
| All | +45.6% | +8.1% | +37.5% | +38.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling