-61.6%
XYZ vs ETSY
-66.4%
+4.8%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.7% | +5.3% | +4.6% |
| 7D | +14.9% | -4.3% | +19.2% | +18.1% |
| 30D | +14.7% | +15.3% | -0.6% | +5.5% |
| 3M | +12.1% | +3.4% | +8.7% | +8.3% |
| 6M | +18.3% | +37.4% | -19.1% | -3.7% |
| YTD | +36.1% | +59.5% | -23.5% | -1.9% |
| 1Y | +35.3% | +49.7% | -14.4% | +0.6% |
| 3Y | +73.5% | +42.6% | +30.9% | +11.8% |
| 5Y | -61.6% | -65.8% | +4.2% | -33.8% |
| All | -61.6% | -66.4% | +4.8% | -33.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling