+411.8%
GE vs ETSY
-67.3%
+479.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | +0.2% |
| 7D | +2.7% | -1.0% | +3.7% | +2.8% |
| 30D | +8.1% | +7.3% | +0.8% | +6.9% |
| 3M | -7.9% | +10.3% | -18.2% | -9.5% |
| 6M | +12.9% | +55.1% | -42.2% | +5.3% |
| YTD | +8.2% | +60.5% | -52.4% | -0.7% |
| 1Y | +9.7% | +52.2% | -42.5% | +1.5% |
| 3Y | +266.1% | +40.8% | +225.3% | +227.9% |
| All | +411.8% | -67.3% | +479.1% | +408.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling