+77.8%
JNJ vs ETSY
+8.1%
+69.7%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -1.9% | -0.3% |
| 7D | -3.5% | -4.9% | +1.4% | -3.4% |
| 30D | +2.3% | -8.6% | +10.9% | +2.5% |
| 3M | +12.0% | +4.8% | +7.2% | +11.9% |
| 6M | +10.5% | +38.1% | -27.6% | +9.7% |
| YTD | +30.4% | +31.2% | -0.8% | +29.5% |
| 1Y | +52.1% | +22.1% | +30.0% | +51.0% |
| 3Y | +77.8% | +12.2% | +65.6% | +76.0% |
| All | +77.8% | +8.1% | +69.7% | +76.0% |
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