+604.5%
XYZ vs ETSY
+403.1%
+201.4%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.2% | +1.4% | +0.3% |
| 7D | -3.7% | -12.9% | +9.2% | +3.1% |
| 30D | +0.5% | -11.5% | +12.0% | +6.4% |
| 3M | +16.3% | +3.5% | +12.7% | +13.0% |
| 6M | +21.1% | +27.6% | -6.5% | +4.4% |
| YTD | +22.0% | +28.4% | -6.4% | +3.3% |
| 1Y | +5.2% | +27.1% | -21.9% | -13.2% |
| 3Y | +49.6% | +6.0% | +43.5% | +23.9% |
| 5Y | -68.4% | -67.1% | -1.3% | -52.9% |
| 10Y | +604.5% | +421.9% | +182.6% | +302.7% |
| All | +604.5% | +403.1% | +201.4% | +302.7% |
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