+495.4%
ORLY vs ETSY
+130.9%
+364.5%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.6% | -1.2% | -0.7% |
| 7D | -2.1% | -12.7% | +10.6% | -0.9% |
| 30D | -7.6% | -9.9% | +2.3% | -6.8% |
| 3M | -5.5% | +4.2% | -9.6% | -6.1% |
| 6M | -9.7% | +34.2% | -43.9% | -12.8% |
| YTD | -6.2% | +29.1% | -35.4% | -9.4% |
| 1Y | -18.6% | +23.8% | -42.5% | -21.6% |
| 3Y | +33.8% | +6.6% | +27.2% | +28.3% |
| 5Y | +116.5% | -67.0% | +183.5% | +125.7% |
| 10Y | +361.0% | +424.9% | -63.8% | +258.6% |
| All | +495.4% | +130.9% | +364.5% | +372.2% |
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 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