+143.7%
XLC vs ETSY
+68.7%
+75.0%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.6% | -0.6% | +0.7% |
| 7D | +0.5% | -4.9% | +5.4% | +1.4% |
| 30D | +2.1% | -8.6% | +10.7% | +3.6% |
| 3M | +0.7% | +4.8% | -4.1% | -0.6% |
| 6M | -3.2% | +38.1% | -41.3% | -9.5% |
| YTD | -3.8% | +31.2% | -35.0% | -9.8% |
| 1Y | -2.0% | +22.1% | -24.1% | -8.0% |
| 3Y | +71.4% | +12.2% | +59.1% | +57.4% |
| 5Y | +40.7% | -66.5% | +107.2% | +52.5% |
| All | +143.7% | +68.7% | +75.0% | +63.8% |
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 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