+101.9%
WMT vs ETSY
+8.1%
+93.7%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.6% | -0.3% | +1.3% |
| 7D | 0.0% | -4.9% | +4.9% | +0.2% |
| 30D | -7.4% | -8.6% | +1.2% | -7.1% |
| 3M | -10.9% | +4.8% | -15.6% | -11.0% |
| 6M | -12.7% | +38.1% | -50.8% | -14.0% |
| YTD | -3.2% | +31.2% | -34.5% | -4.5% |
| 1Y | +5.3% | +22.1% | -16.8% | +3.7% |
| 3Y | +101.9% | +12.2% | +89.6% | +92.0% |
| All | +101.9% | +8.1% | +93.7% | +92.0% |
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 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