+65.2%
ETSY vs MKC
-18.2%
+83.4%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +5.4% | +1.7% | +6.7% |
| 7D | +4.2% | +9.6% | -5.4% | +3.8% |
| 30D | +35.8% | +12.0% | +23.7% | +35.1% |
| 3M | +11.4% | -2.0% | +13.4% | +11.1% |
| 6M | +50.3% | +7.2% | +43.1% | +51.2% |
| YTD | +73.6% | -23.7% | +97.3% | +68.7% |
| 1Y | +65.2% | -18.3% | +83.5% | +54.1% |
| All | +65.2% | -18.2% | +83.4% | +54.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 1y: compounded portfolio wealth divided by compounded MKC 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…
1y analysis · Full analysis span regression · 6 months rolling