+129.9%
MRK vs ETSY
-66.2%
+196.1%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.6% | -2.2% | -0.6% |
| 7D | -4.3% | -4.9% | +0.6% | -4.1% |
| 30D | +8.3% | -8.6% | +16.9% | +8.6% |
| 3M | +20.0% | +4.8% | +15.3% | +19.7% |
| 6M | +25.7% | +38.1% | -12.4% | +24.0% |
| YTD | +38.7% | +31.2% | +7.5% | +37.0% |
| 1Y | +74.7% | +22.1% | +52.6% | +72.4% |
| 3Y | +45.4% | +12.2% | +33.1% | +42.8% |
| All | +129.9% | -66.2% | +196.1% | +144.4% |
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 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