+20.7%
BMY vs ETSY
+6.4%
+14.4%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.6% | -1.6% | -1.1% |
| 7D | -6.4% | -12.7% | +6.4% | -5.1% |
| 30D | +0.2% | -9.9% | +10.1% | +1.2% |
| 3M | +16.0% | +4.2% | +11.8% | +15.2% |
| 6M | +8.3% | +34.2% | -25.9% | +4.0% |
| YTD | +22.2% | +29.1% | -7.0% | +17.6% |
| 1Y | +41.7% | +23.8% | +17.9% | +35.4% |
| All | +20.7% | +6.4% | +14.4% | +12.4% |
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