+133.2%
XRT vs ETSY
+650.4%
-517.2%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | +0.2% |
| 7D | +1.7% | -1.0% | +2.8% | +1.9% |
| 30D | +7.5% | +7.3% | +0.2% | +5.6% |
| 3M | +2.2% | +10.3% | -8.1% | -0.6% |
| 6M | +14.7% | +55.1% | -40.4% | +2.7% |
| YTD | +7.5% | +60.5% | -53.0% | -5.7% |
| 1Y | +14.1% | +52.2% | -38.1% | +1.2% |
| 3Y | +58.8% | +40.8% | +18.0% | +37.1% |
| 5Y | -3.9% | -67.3% | +63.4% | +6.2% |
| All | +133.2% | +650.4% | -517.2% | +41.9% |
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