-23.8%
SLB vs ETSY
+184.8%
-208.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | -0.1% |
| 7D | +2.6% | -3.5% | +6.1% | +2.8% |
| 30D | +4.4% | +11.4% | -7.0% | +3.3% |
| 3M | -2.7% | +10.9% | -13.6% | -3.8% |
| 6M | -7.5% | +53.5% | -61.1% | -11.2% |
| YTD | +34.8% | +59.3% | -24.4% | +28.3% |
| 1Y | +44.6% | +38.2% | +6.4% | +39.2% |
| 3Y | +3.2% | +39.6% | -36.4% | -2.6% |
| 5Y | +73.6% | -67.6% | +141.1% | +79.3% |
| 10Y | -14.3% | +653.3% | -667.6% | -38.7% |
| All | -23.8% | +184.8% | -208.6% | -49.0% |
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