+168.2%
SHEL vs ETSY
+129.6%
+38.6%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.2% | +2.5% | +0.4% |
| 7D | +3.0% | -12.9% | +15.9% | +3.8% |
| 30D | +7.2% | -11.5% | +18.7% | +7.9% |
| 3M | +12.9% | +3.5% | +9.4% | +12.4% |
| 6M | +13.7% | +27.6% | -13.9% | +11.6% |
| YTD | +33.7% | +28.4% | +5.3% | +30.8% |
| 1Y | +37.9% | +27.1% | +10.8% | +34.5% |
| 3Y | +70.2% | +6.0% | +64.2% | +65.8% |
| 5Y | +192.3% | -67.1% | +259.5% | +199.7% |
| 10Y | +207.3% | +421.9% | -214.6% | +128.7% |
| All | +168.2% | +129.6% | +38.6% | +90.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling