+283.3%
MCD vs ETSY
+185.0%
+98.3%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.1% | -4.8% | -2.8% |
| 7D | -1.9% | -8.2% | +6.3% | -1.4% |
| 30D | +16.6% | +14.8% | +1.8% | +15.5% |
| 3M | +0.9% | +11.2% | -10.2% | +0.1% |
| 6M | +1.5% | +47.6% | -46.1% | -1.3% |
| YTD | -8.3% | +59.4% | -67.7% | -11.6% |
| 1Y | -8.1% | +38.6% | -46.7% | -10.7% |
| 3Y | +10.3% | +39.7% | -29.4% | +5.7% |
| 5Y | +23.4% | -65.1% | +88.5% | +25.9% |
| 10Y | +205.9% | +653.8% | -447.9% | +155.5% |
| All | +283.3% | +185.0% | +98.3% | +208.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling