+22.5%
DIS vs ETSY
+185.0%
-162.5%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.1% | -1.8% | +0.1% |
| 7D | +0.6% | -8.2% | +8.8% | +1.7% |
| 30D | +10.3% | +14.8% | -4.6% | +8.2% |
| 3M | +15.6% | +11.2% | +4.4% | +13.7% |
| 6M | +15.1% | +47.6% | -32.5% | +8.9% |
| YTD | +6.0% | +59.4% | -53.4% | -1.3% |
| 1Y | +5.7% | +38.6% | -32.9% | +0.2% |
| 3Y | +39.8% | +39.7% | +0.1% | +28.5% |
| 5Y | -23.9% | -65.1% | +41.3% | -21.4% |
| 10Y | +32.9% | +653.8% | -620.9% | -3.8% |
| All | +22.5% | +185.0% | -162.5% | -7.8% |
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