+36.2%
QCOM vs ETSY
-66.4%
+102.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -4.8% | +8.0% | +4.2% |
| 7D | +5.1% | -10.9% | +16.0% | +7.6% |
| 30D | +4.3% | -14.9% | +19.2% | +7.7% |
| 3M | -19.6% | +5.8% | -25.4% | -21.2% |
| 6M | +29.5% | +29.1% | +0.4% | +20.1% |
| YTD | +3.4% | +31.3% | -28.0% | -5.2% |
| 1Y | +10.9% | +25.1% | -14.2% | +1.5% |
| 3Y | +74.8% | +8.5% | +66.3% | +56.7% |
| 5Y | +36.2% | -66.1% | +102.3% | +66.2% |
| All | +36.2% | -66.4% | +102.6% | +66.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling