+21.6%
MDLZ vs ETSY
-65.5%
+87.1%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.1% | -1.9% | +0.1% |
| 7D | -1.0% | -8.2% | +7.2% | -0.4% |
| 30D | +7.9% | +14.8% | -6.9% | +6.9% |
| 3M | +8.9% | +11.2% | -2.2% | +8.0% |
| 6M | +10.5% | +47.6% | -37.1% | +7.5% |
| YTD | +27.1% | +59.4% | -32.2% | +22.6% |
| 1Y | +20.9% | +38.6% | -17.7% | +17.7% |
| 3Y | +5.5% | +39.7% | -34.2% | +1.1% |
| All | +21.6% | -65.5% | +87.1% | +11.9% |
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