+332.4%
ORCL vs ETSY
+146.8%
+185.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -6.7% | +9.8% | +3.9% |
| 7D | +5.3% | -8.5% | +13.7% | +6.3% |
| 30D | +10.0% | -10.9% | +20.9% | +11.3% |
| 3M | -32.6% | +14.1% | -46.7% | -33.9% |
| 6M | +4.9% | +37.5% | -32.5% | +0.6% |
| YTD | -17.8% | +38.0% | -55.8% | -21.4% |
| 1Y | -28.0% | +46.5% | -74.5% | -32.0% |
| 3Y | +36.0% | +2.5% | +33.5% | +30.6% |
| 5Y | +88.7% | -65.3% | +154.0% | +95.3% |
| 10Y | +346.9% | +451.6% | -104.7% | +237.3% |
| All | +332.4% | +146.8% | +185.6% | +216.4% |
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