+2.5%
SLB vs ETSY
+4.9%
-2.4%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.8% | +4.1% | -0.4% |
| 7D | +0.4% | -10.9% | +11.4% | +1.3% |
| 30D | +13.6% | -14.9% | +28.5% | +14.9% |
| 3M | +1.5% | +5.8% | -4.3% | +0.4% |
| 6M | +23.0% | +29.1% | -6.1% | +18.8% |
| YTD | +51.2% | +31.3% | +19.9% | +45.4% |
| 1Y | +63.5% | +25.1% | +38.4% | +56.5% |
| 3Y | +2.5% | +8.5% | -6.0% | -4.7% |
| All | +2.5% | +4.9% | -2.4% | -4.7% |
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