+134.5%
IBM vs ETSY
+423.3%
-288.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.6% | -3.0% | -2.5% |
| 7D | -0.3% | -12.7% | +12.4% | +0.9% |
| 30D | -1.8% | -9.9% | +8.1% | -1.0% |
| 3M | -13.5% | +4.2% | -17.6% | -14.1% |
| 6M | -5.1% | +34.2% | -39.3% | -8.1% |
| YTD | -19.4% | +29.1% | -48.5% | -21.8% |
| 1Y | -6.5% | +23.8% | -30.3% | -9.5% |
| 3Y | +73.8% | +6.6% | +67.2% | +67.8% |
| 5Y | +116.3% | -67.0% | +183.3% | +122.7% |
| All | +134.5% | +423.3% | -288.8% | +72.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling