+52.1%
QCOM vs ETSY
+37.0%
+15.2%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.7% | +5.3% | +3.9% |
| 7D | +5.8% | -4.3% | +10.1% | +6.4% |
| 30D | -2.3% | +15.3% | -17.6% | -3.8% |
| 3M | +2.7% | +3.4% | -0.7% | +2.2% |
| 6M | -21.0% | +37.4% | -58.4% | -24.3% |
| YTD | +1.8% | +59.5% | -57.7% | -5.1% |
| 1Y | +2.4% | +49.7% | -47.2% | -3.7% |
| 3Y | +52.1% | +42.6% | +9.5% | +34.1% |
| All | +52.1% | +37.0% | +15.2% | +34.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling