+25.2%
MCD vs ETSY
-66.3%
+91.6%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.2% | +2.5% | +0.4% |
| 7D | +7.3% | -3.7% | +11.0% | +7.6% |
| 30D | +20.0% | +12.8% | +7.2% | +19.0% |
| 3M | +3.8% | +7.6% | -3.8% | +3.2% |
| 6M | +3.8% | +34.4% | -30.6% | +1.5% |
| YTD | -5.9% | +56.0% | -61.9% | -9.1% |
| 1Y | -3.2% | +43.6% | -46.8% | -6.1% |
| 3Y | +13.3% | +36.8% | -23.5% | +8.5% |
| 5Y | +25.2% | -65.2% | +90.4% | +23.9% |
| All | +25.2% | -66.3% | +91.6% | +23.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling