+533.2%
XYZ vs ETSY
+783.5%
-250.3%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.7% | +6.0% | +2.6% |
| 7D | -1.0% | -8.5% | +7.5% | +3.3% |
| 30D | -1.7% | -10.9% | +9.2% | +3.4% |
| 3M | +16.7% | +14.1% | +2.6% | +8.3% |
| 6M | +26.9% | +37.5% | -10.6% | +6.0% |
| YTD | +27.1% | +38.0% | -10.9% | +4.5% |
| 1Y | +9.3% | +46.5% | -37.3% | -15.7% |
| 3Y | +42.3% | +2.5% | +39.8% | +21.5% |
| 5Y | -69.3% | -65.3% | -4.0% | -56.0% |
| 10Y | +586.8% | +451.6% | +135.2% | +268.2% |
| All | +533.2% | +783.5% | -250.3% | +178.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling