+8.1%
ORCL vs ETSY
+39.7%
-31.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.2% | +0.7% | -1.2% |
| 7D | -6.5% | -3.7% | -2.8% | -6.0% |
| 30D | -16.6% | +12.8% | -29.3% | -17.9% |
| 3M | -21.6% | +7.6% | -29.2% | -22.6% |
| 6M | -39.4% | +34.4% | -73.7% | -42.2% |
| YTD | -38.7% | +56.0% | -94.7% | -42.9% |
| 1Y | -50.4% | +43.6% | -93.9% | -53.4% |
| 3Y | +8.1% | +36.8% | -28.7% | -5.0% |
| All | +8.1% | +39.7% | -31.6% | -5.0% |
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 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