+289.3%
OKE vs ETSY
+134.7%
+154.6%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.6% | -0.7% | +0.8% |
| 7D | +1.2% | -4.9% | +6.1% | +1.8% |
| 30D | +4.5% | -8.6% | +13.1% | +5.4% |
| 3M | +9.6% | +4.8% | +4.8% | +8.5% |
| 6M | +15.4% | +38.1% | -22.7% | +9.8% |
| YTD | +36.5% | +31.2% | +5.2% | +30.1% |
| 1Y | +39.0% | +22.1% | +16.9% | +32.7% |
| 3Y | +74.3% | +12.2% | +62.0% | +64.2% |
| 5Y | +141.2% | -66.5% | +207.7% | +153.4% |
| 10Y | +262.1% | +433.4% | -171.3% | +128.6% |
| All | +289.3% | +134.7% | +154.6% | +131.1% |
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