+195.7%
GE vs ETSY
+187.1%
+8.6%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | +0.2% |
| 7D | +2.7% | -1.0% | +3.7% | +2.7% |
| 30D | +8.1% | +7.3% | +0.8% | +7.3% |
| 3M | -7.9% | +10.3% | -18.2% | -8.9% |
| 6M | +12.9% | +55.1% | -42.2% | +8.2% |
| YTD | +8.2% | +60.5% | -52.4% | +2.8% |
| 1Y | +9.7% | +52.2% | -42.5% | +4.7% |
| 3Y | +266.1% | +40.8% | +225.3% | +244.6% |
| 5Y | +407.4% | -67.3% | +474.7% | +414.7% |
| 10Y | +150.3% | +659.4% | -509.1% | +99.9% |
| All | +195.7% | +187.1% | +8.6% | +133.5% |
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