+84.8%
OKTA vs ETSY
+8.1%
+76.7%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.6% | -4.3% | -3.1% |
| 7D | -2.4% | -4.9% | +2.5% | -1.3% |
| 30D | +13.0% | -8.6% | +21.7% | +15.1% |
| 3M | +41.7% | +4.8% | +36.9% | +39.0% |
| 6M | +105.9% | +38.1% | +67.8% | +89.9% |
| YTD | +92.6% | +31.2% | +61.3% | +78.7% |
| 1Y | +81.1% | +22.1% | +59.0% | +68.9% |
| 3Y | +84.8% | +12.2% | +72.6% | +62.2% |
| All | +84.8% | +8.1% | +76.7% | +62.2% |
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