+1,026.0%
AAPL vs ETSY
+129.6%
+896.4%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.2% | +2.0% | +0.1% |
| 7D | -3.0% | -12.9% | +9.9% | -0.7% |
| 30D | +2.3% | -11.5% | +13.8% | +4.3% |
| 3M | +8.6% | +3.5% | +5.1% | +7.6% |
| 6M | +21.6% | +27.6% | -6.1% | +15.6% |
| YTD | +16.3% | +28.4% | -12.1% | +9.9% |
| 1Y | +35.1% | +27.1% | +8.0% | +26.3% |
| 3Y | +79.4% | +6.0% | +73.3% | +67.6% |
| 5Y | +109.8% | -67.1% | +177.0% | +126.7% |
| 10Y | +1,237.1% | +421.9% | +815.2% | +873.0% |
| All | +1,026.0% | +129.6% | +896.4% | +714.1% |
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 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