+48.8%
PFE vs ETSY
+650.4%
-601.6%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | +0.1% |
| 7D | -1.7% | -1.0% | -0.7% | -1.6% |
| 30D | +0.3% | +7.3% | -7.0% | -0.2% |
| 3M | +9.4% | +10.3% | -1.0% | +8.4% |
| 6M | +14.9% | +55.1% | -40.2% | +10.8% |
| YTD | +23.8% | +60.5% | -36.7% | +18.5% |
| 1Y | +19.5% | +52.2% | -32.7% | +14.9% |
| 3Y | +21.0% | +40.8% | -19.8% | +15.0% |
| 5Y | -23.9% | -67.3% | +43.4% | -21.9% |
| All | +48.8% | +650.4% | -601.6% | +21.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling