+198.0%
GE vs ETSY
+134.9%
+63.1%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.8% | +4.2% | -0.2% |
| 7D | +1.2% | -10.9% | +12.1% | +2.2% |
| 30D | -9.5% | -14.9% | +5.4% | -8.3% |
| 3M | +4.1% | +5.8% | -1.7% | +3.4% |
| 6M | +3.9% | +29.1% | -25.2% | +1.0% |
| YTD | +9.0% | +31.3% | -22.3% | +5.6% |
| 1Y | +21.9% | +25.1% | -3.2% | +17.9% |
| 3Y | +281.8% | +8.5% | +273.3% | +267.8% |
| 5Y | +436.7% | -66.1% | +502.8% | +446.7% |
| 10Y | +151.5% | +410.3% | -258.8% | +106.4% |
| All | +198.0% | +134.9% | +63.1% | +139.9% |
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