+114.8%
CSCO vs ETSY
-66.8%
+181.5%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.2% | +2.5% | +0.5% |
| 7D | 0.0% | -12.9% | +12.9% | +1.4% |
| 30D | -10.7% | -11.5% | +0.7% | -9.7% |
| 3M | -8.7% | +3.5% | -12.3% | -9.5% |
| 6M | +44.9% | +27.6% | +17.3% | +40.0% |
| YTD | +44.1% | +28.4% | +15.7% | +38.8% |
| 1Y | +65.9% | +27.1% | +38.8% | +58.6% |
| 3Y | +109.0% | +6.0% | +103.0% | +99.4% |
| 5Y | +114.8% | -67.1% | +181.9% | +106.5% |
| All | +114.8% | -66.8% | +181.5% | +106.5% |
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