+22.7%
DIS vs ETSY
+423.3%
-400.7%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.6% | +1.0% | +1.5% |
| 7D | -1.3% | -12.7% | +11.5% | +0.6% |
| 30D | +2.2% | -9.9% | +12.1% | +3.6% |
| 3M | +8.1% | +4.2% | +4.0% | +7.3% |
| 6M | +5.2% | +34.2% | -28.9% | +0.5% |
| YTD | -6.3% | +29.1% | -35.4% | -10.4% |
| 1Y | -7.3% | +23.8% | -31.1% | -11.4% |
| 3Y | +33.8% | +6.6% | +27.1% | +26.9% |
| 5Y | -40.7% | -67.0% | +26.3% | -38.0% |
| All | +22.7% | +423.3% | -400.7% | -3.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling