+28.1%
XLP vs ETSY
+6.4%
+21.7%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -6.7% | +5.9% | -0.4% |
| 7D | -1.0% | -8.5% | +7.5% | -0.5% |
| 30D | -0.9% | -10.9% | +10.0% | -0.3% |
| 3M | +3.8% | +14.1% | -10.3% | +3.0% |
| 6M | -1.7% | +37.5% | -39.2% | -3.7% |
| YTD | +10.3% | +38.0% | -27.7% | +7.8% |
| 1Y | +7.8% | +46.5% | -38.7% | +4.4% |
| All | +28.1% | +6.4% | +21.7% | +23.5% |
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