+11.3%
SBUX vs ETSY
+8.1%
+3.2%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.6% | -2.1% | -0.8% |
| 7D | -5.5% | -4.9% | -0.6% | -4.7% |
| 30D | -8.5% | -8.6% | +0.2% | -7.2% |
| 3M | -2.9% | +4.8% | -7.7% | -4.2% |
| 6M | -1.5% | +38.1% | -39.6% | -7.9% |
| YTD | +19.4% | +31.2% | -11.9% | +12.1% |
| 1Y | +22.9% | +22.1% | +0.8% | +15.9% |
| 3Y | +11.3% | +12.2% | -1.0% | -0.3% |
| All | +11.3% | +8.1% | +3.2% | -0.3% |
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 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