+43.2%
MCO vs ETSY
+8.1%
+35.1%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.6% | 0.0% | +1.4% |
| 7D | -3.8% | -4.9% | +1.1% | -3.0% |
| 30D | -0.4% | -8.6% | +8.2% | +0.9% |
| 3M | +7.7% | +4.8% | +2.9% | +6.7% |
| 6M | +7.0% | +38.1% | -31.1% | +1.2% |
| YTD | -6.4% | +31.2% | -37.6% | -11.0% |
| 1Y | -7.6% | +22.1% | -29.7% | -12.0% |
| 3Y | +43.2% | +12.2% | +31.0% | +30.4% |
| All | +43.2% | +8.1% | +35.1% | +30.4% |
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 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