+128.8%
XLP vs ETSY
+669.0%
-540.3%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.7% | +2.6% | +1.0% |
| 7D | +0.1% | -4.3% | +4.4% | +0.4% |
| 30D | +8.9% | +15.3% | -6.3% | +7.8% |
| 3M | +7.5% | +3.4% | +4.1% | +7.1% |
| 6M | +9.4% | +37.4% | -27.9% | +6.9% |
| YTD | +19.3% | +59.5% | -40.3% | +14.8% |
| 1Y | +21.7% | +49.7% | -27.9% | +17.6% |
| 3Y | +44.0% | +42.6% | +1.4% | +37.4% |
| 5Y | +42.8% | -65.8% | +108.6% | +45.9% |
| 10Y | +128.8% | +677.8% | -549.1% | +86.8% |
| All | +128.8% | +669.0% | -540.3% | +86.8% |
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