+127.8%
AAPL vs ETSY
-66.2%
+194.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.6% | +0.1% | +1.5% |
| 7D | +3.8% | -4.9% | +8.7% | +4.7% |
| 30D | +9.9% | -8.6% | +18.6% | +11.5% |
| 3M | +12.5% | +4.8% | +7.7% | +11.2% |
| 6M | +27.6% | +38.1% | -10.5% | +19.4% |
| YTD | +22.6% | +31.2% | -8.7% | +15.1% |
| 1Y | +45.0% | +22.1% | +22.9% | +36.0% |
| 3Y | +87.8% | +12.2% | +75.5% | +71.6% |
| All | +127.8% | -66.2% | +194.0% | +140.1% |
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