+271.5%
MRK vs ETSY
+130.9%
+140.5%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.6% | -2.5% | -1.9% |
| 7D | -5.0% | -12.7% | +7.7% | -4.4% |
| 30D | +11.0% | -9.9% | +20.9% | +11.5% |
| 3M | +22.4% | +4.2% | +18.2% | +22.0% |
| 6M | +25.4% | +34.2% | -8.8% | +23.1% |
| YTD | +39.5% | +29.1% | +10.4% | +37.0% |
| 1Y | +78.0% | +23.8% | +54.2% | +74.7% |
| 3Y | +45.5% | +6.6% | +38.9% | +42.5% |
| 5Y | +130.3% | -67.0% | +197.3% | +135.4% |
| 10Y | +229.8% | +424.9% | -195.0% | +176.8% |
| All | +271.5% | +130.9% | +140.5% | +210.0% |
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