+57.7%
AMGN vs ETSY
+8.1%
+49.6%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.6% | -3.0% | -1.5% |
| 7D | -13.7% | -4.9% | -8.8% | -13.2% |
| 30D | -8.8% | -8.6% | -0.2% | -7.9% |
| 3M | +7.2% | +4.8% | +2.4% | +6.5% |
| 6M | +1.3% | +38.1% | -36.8% | -2.9% |
| YTD | +17.6% | +31.2% | -13.6% | +13.3% |
| 1Y | +37.2% | +22.1% | +15.1% | +31.9% |
| 3Y | +57.7% | +12.2% | +45.5% | +47.3% |
| All | +57.7% | +8.1% | +49.6% | +47.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling