+7.8%
DIS vs ETSY
+146.8%
-139.0%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -6.7% | +5.0% | -0.9% |
| 7D | -2.6% | -8.5% | +5.9% | -1.5% |
| 30D | +3.5% | -10.9% | +14.4% | +4.9% |
| 3M | +6.8% | +14.1% | -7.3% | +4.8% |
| 6M | +3.0% | +37.5% | -34.5% | -1.7% |
| YTD | -6.7% | +38.0% | -44.7% | -11.3% |
| 1Y | -10.1% | +46.5% | -56.6% | -15.7% |
| 3Y | +33.0% | +2.5% | +30.5% | +27.4% |
| 5Y | -40.0% | -65.3% | +25.3% | -37.6% |
| 10Y | +21.1% | +451.6% | -430.6% | -9.4% |
| All | +7.8% | +146.8% | -139.0% | -17.2% |
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 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