+195.5%
AMGN vs ETSY
+431.9%
-236.3%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.6% | -3.0% | -1.5% |
| 7D | -13.7% | -4.9% | -8.8% | -13.3% |
| 30D | -8.8% | -8.6% | -0.2% | -8.1% |
| 3M | +7.2% | +4.8% | +2.4% | +6.6% |
| 6M | +1.3% | +38.1% | -36.8% | -2.0% |
| YTD | +17.6% | +31.2% | -13.6% | +14.1% |
| 1Y | +37.2% | +22.1% | +15.1% | +33.2% |
| 3Y | +57.7% | +12.2% | +45.5% | +51.9% |
| 5Y | +106.3% | -66.5% | +172.7% | +113.2% |
| All | +195.5% | +431.9% | -236.3% | +120.8% |
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 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