+424.6%
ETSY vs GSK
+80.1%
+344.5%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | -4.9% | -3.5% | -1.4% | -3.6% |
| 30D | -8.6% | -3.4% | -5.2% | -7.5% |
| 3M | +4.8% | -8.1% | +12.9% | +7.9% |
| 6M | +38.1% | -11.1% | +49.2% | +43.0% |
| YTD | +31.2% | +0.7% | +30.5% | +28.5% |
| 1Y | +22.1% | +20.1% | +2.0% | +9.9% |
| 3Y | +12.2% | +46.1% | -33.9% | -10.0% |
| 5Y | -66.5% | +48.2% | -114.7% | -74.1% |
| All | +424.6% | +80.1% | +344.5% | +285.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK 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 GSK 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