+77.4%
IBM vs ETSY
+5.8%
+71.6%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -2.2% | +5.6% | +3.7% |
| 7D | +3.6% | -12.9% | +16.4% | +5.2% |
| 30D | +1.5% | -11.5% | +13.0% | +2.9% |
| 3M | -12.9% | +3.5% | -16.4% | -13.9% |
| 6M | -3.9% | +27.6% | -31.5% | -7.9% |
| YTD | -17.3% | +28.4% | -45.8% | -21.0% |
| 1Y | -5.0% | +27.1% | -32.1% | -9.8% |
| All | +77.4% | +5.8% | +71.6% | +63.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling