+84.0%
ASML vs ETSY
-65.5%
+149.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.1% | -2.4% | -2.4% |
| 7D | +10.4% | -3.5% | +13.9% | +11.2% |
| 30D | -12.7% | +11.4% | -24.1% | -15.3% |
| 3M | -17.2% | +10.9% | -28.1% | -20.1% |
| 6M | -1.3% | +53.5% | -54.8% | -13.2% |
| YTD | +40.8% | +59.3% | -18.5% | +20.8% |
| 1Y | +45.2% | +38.2% | +7.0% | +29.2% |
| 3Y | +131.8% | +39.6% | +92.2% | +90.0% |
| 5Y | +84.0% | -67.6% | +151.6% | +134.1% |
| All | +84.0% | -65.5% | +149.5% | +134.1% |
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