+21.0%
DIS vs ETSY
+184.8%
-163.8%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.2% |
| 7D | +0.9% | -3.5% | +4.4% | +1.3% |
| 30D | +8.9% | +11.4% | -2.5% | +7.2% |
| 3M | +14.5% | +10.9% | +3.7% | +12.7% |
| 6M | +12.2% | +53.5% | -41.3% | +5.6% |
| YTD | +4.7% | +59.3% | -54.5% | -2.5% |
| 1Y | +2.8% | +38.2% | -35.3% | -2.5% |
| 3Y | +38.1% | +39.6% | -1.5% | +27.0% |
| 5Y | -23.6% | -67.6% | +43.9% | -20.6% |
| 10Y | +31.4% | +653.3% | -622.0% | -5.0% |
| All | +21.0% | +184.8% | -163.8% | -8.9% |
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