+102.6%
GILD vs ETSY
+134.7%
-32.1%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.6% | -2.4% | -0.9% |
| 7D | -4.8% | -4.9% | +0.1% | -4.5% |
| 30D | +5.8% | -8.6% | +14.4% | +6.4% |
| 3M | +14.9% | +4.8% | +10.2% | +14.4% |
| 6M | -0.4% | +38.1% | -38.4% | -2.9% |
| YTD | +18.5% | +31.2% | -12.7% | +15.6% |
| 1Y | +25.1% | +22.1% | +3.0% | +22.1% |
| 3Y | +105.9% | +12.2% | +93.6% | +99.6% |
| 5Y | +143.0% | -66.5% | +209.5% | +148.9% |
| 10Y | +162.4% | +433.4% | -271.0% | +106.8% |
| All | +102.6% | +134.7% | -32.1% | +64.9% |
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