+32.8%
PFE vs ETSY
+431.9%
-399.1%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.6% | -1.4% | +0.1% |
| 7D | -2.6% | -4.9% | +2.3% | -2.2% |
| 30D | +5.4% | -8.6% | +14.0% | +6.0% |
| 3M | +7.8% | +4.8% | +3.0% | +7.2% |
| 6M | +5.0% | +38.1% | -33.1% | +2.0% |
| YTD | +17.1% | +31.2% | -14.2% | +13.9% |
| 1Y | +19.3% | +22.1% | -2.8% | +16.2% |
| 3Y | -0.9% | +12.2% | -13.2% | -4.2% |
| 5Y | -20.8% | -66.5% | +45.7% | -19.1% |
| All | +32.8% | +431.9% | -399.1% | +7.8% |
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 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