+93.1%
ORCL vs ETSY
-66.8%
+159.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.2% | +1.7% | -0.2% |
| 7D | +10.9% | -12.9% | +23.8% | +13.0% |
| 30D | +7.0% | -11.5% | +18.5% | +8.7% |
| 3M | -21.2% | +3.5% | -24.7% | -22.1% |
| 6M | +7.4% | +27.6% | -20.2% | +2.9% |
| YTD | -16.3% | +28.4% | -44.7% | -20.1% |
| 1Y | -32.3% | +27.1% | -59.4% | -35.8% |
| 3Y | +32.6% | +6.0% | +26.5% | +24.7% |
| 5Y | +93.1% | -67.1% | +160.2% | +93.8% |
| All | +93.1% | -66.8% | +159.9% | +93.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling