-3.7%
MDLZ vs ETSY
+4.9%
-8.7%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.8% | +5.4% | +0.9% |
| 7D | 0.0% | -10.9% | +11.0% | +0.7% |
| 30D | -1.6% | -14.9% | +13.3% | -0.6% |
| 3M | +0.9% | +5.8% | -4.9% | +0.5% |
| 6M | +7.3% | +29.1% | -21.8% | +5.5% |
| YTD | +16.4% | +31.3% | -14.9% | +14.1% |
| 1Y | +3.0% | +25.1% | -22.2% | +0.9% |
| 3Y | -3.7% | +8.5% | -12.2% | -6.8% |
| All | -3.7% | +4.9% | -8.7% | -6.8% |
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