+181.3%
MCD vs ETSY
+403.1%
-221.8%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.2% | +1.3% | -0.7% |
| 7D | -2.9% | -12.9% | +10.0% | -1.9% |
| 30D | -6.7% | -11.5% | +4.7% | -6.0% |
| 3M | -9.6% | +3.5% | -13.1% | -9.9% |
| 6M | -22.3% | +27.6% | -49.9% | -24.0% |
| YTD | -15.4% | +28.4% | -43.8% | -17.5% |
| 1Y | -16.8% | +27.1% | -43.9% | -19.2% |
| 3Y | -2.4% | +6.0% | -8.5% | -5.2% |
| 5Y | +19.4% | -67.1% | +86.5% | +22.8% |
| 10Y | +181.3% | +421.9% | -240.6% | +133.4% |
| All | +181.3% | +403.1% | -221.8% | +133.4% |
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 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