-5.9%
SLB vs ETSY
+423.3%
-429.2%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.6% | -2.4% | -1.9% |
| 7D | -2.4% | -12.7% | +10.3% | -1.4% |
| 30D | +4.9% | -9.9% | +14.8% | +5.7% |
| 3M | +1.4% | +4.2% | -2.7% | +0.7% |
| 6M | +17.6% | +34.2% | -16.6% | +14.0% |
| YTD | +48.3% | +29.1% | +19.2% | +43.8% |
| 1Y | +58.7% | +23.8% | +34.9% | +53.6% |
| 3Y | +0.6% | +6.6% | -6.1% | -3.0% |
| 5Y | +133.6% | -67.0% | +200.6% | +140.2% |
| All | -5.9% | +423.3% | -429.2% | -29.5% |
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