+159.8%
XLB vs ETSY
+431.9%
-272.1%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.6% | -1.3% | +0.2% |
| 7D | -2.8% | -4.9% | +2.1% | -2.2% |
| 30D | -3.1% | -8.6% | +5.5% | -2.1% |
| 3M | -0.2% | +4.8% | -4.9% | -1.1% |
| 6M | +3.1% | +38.1% | -35.0% | -1.9% |
| YTD | +13.3% | +31.2% | -18.0% | +8.1% |
| 1Y | +12.0% | +22.1% | -10.1% | +7.1% |
| 3Y | +31.4% | +12.2% | +19.2% | +24.1% |
| 5Y | +33.9% | -66.5% | +100.4% | +40.2% |
| All | +159.8% | +431.9% | -272.1% | +93.0% |
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