+239.5%
ZETA vs ETSY
-56.4%
+295.9%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.6% | -2.9% | -1.9% |
| 7D | -3.7% | -4.9% | +1.2% | -1.9% |
| 30D | +5.7% | -8.6% | +14.3% | +9.1% |
| 3M | +50.4% | +4.8% | +45.7% | +46.6% |
| 6M | +65.5% | +38.1% | +27.4% | +44.7% |
| YTD | +48.3% | +31.2% | +17.1% | +31.8% |
| 1Y | +45.4% | +22.1% | +23.3% | +31.4% |
| 3Y | +270.8% | +12.2% | +258.5% | +223.5% |
| 5Y | +336.1% | -66.5% | +402.6% | +404.1% |
| All | +239.5% | -56.4% | +295.9% | +269.6% |
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