+21.2%
ILMN vs ETSY
+423.3%
-402.1%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.6% | -2.4% | -2.0% |
| 7D | -9.2% | -12.7% | +3.5% | -6.2% |
| 30D | +4.4% | -9.9% | +14.3% | +6.9% |
| 3M | +23.9% | +4.2% | +19.7% | +21.8% |
| 6M | +64.5% | +34.2% | +30.3% | +50.5% |
| YTD | +53.5% | +29.1% | +24.3% | +40.5% |
| 1Y | +110.8% | +23.8% | +87.0% | +92.1% |
| 3Y | +30.7% | +6.6% | +24.0% | +19.5% |
| 5Y | -54.8% | -67.0% | +12.2% | -49.2% |
| All | +21.2% | +423.3% | -402.1% | -13.2% |
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