+31.5%
ORCL vs ETSY
+6.4%
+25.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -6.7% | +9.8% | +4.0% |
| 7D | +5.3% | -8.5% | +13.7% | +6.5% |
| 30D | +10.0% | -10.9% | +20.9% | +11.5% |
| 3M | -32.6% | +14.1% | -46.7% | -34.3% |
| 6M | +4.9% | +37.5% | -32.5% | -0.4% |
| YTD | -17.8% | +38.0% | -55.8% | -22.1% |
| 1Y | -28.0% | +46.5% | -74.5% | -32.4% |
| All | +31.5% | +6.4% | +25.1% | +20.2% |
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