+32.8%
DIS vs ETSY
+4.9%
+27.9%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.8% | +4.6% | +0.4% |
| 7D | -1.1% | -10.9% | +9.8% | +0.4% |
| 30D | +0.1% | -14.9% | +15.0% | +2.2% |
| 3M | +7.1% | +5.8% | +1.3% | +6.0% |
| 6M | +4.3% | +29.1% | -24.9% | +0.2% |
| YTD | -6.9% | +31.3% | -38.3% | -11.0% |
| 1Y | -10.3% | +25.1% | -35.4% | -14.2% |
| 3Y | +32.8% | +8.5% | +24.3% | +22.2% |
| All | +32.8% | +4.9% | +27.9% | +22.2% |
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