+4,782.6%
DELL vs ETSY
+399.2%
+4,383.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.2% | +2.5% | +0.6% |
| 7D | +8.7% | -12.9% | +21.6% | +11.0% |
| 30D | +16.9% | -11.5% | +28.4% | +18.8% |
| 3M | +40.4% | +3.5% | +36.9% | +38.7% |
| 6M | +267.1% | +27.6% | +239.4% | +250.5% |
| YTD | +329.1% | +28.4% | +300.7% | +308.0% |
| 1Y | +346.9% | +27.1% | +319.8% | +321.5% |
| 3Y | +696.6% | +6.0% | +690.6% | +647.4% |
| 5Y | +1,106.2% | -67.1% | +1,173.3% | +1,187.9% |
| 10Y | +4,177.7% | +421.9% | +3,755.8% | +2,659.9% |
| All | +4,782.6% | +399.2% | +4,383.4% | +3,082.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling