+165.5%
YUM vs ETSY
+431.9%
-266.3%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.6% | -3.7% | -2.3% |
| 7D | -6.1% | -4.9% | -1.2% | -5.6% |
| 30D | -5.8% | -8.6% | +2.8% | -4.9% |
| 3M | -7.6% | +4.8% | -12.4% | -8.3% |
| 6M | -9.1% | +38.1% | -47.2% | -12.9% |
| YTD | -5.5% | +31.2% | -36.8% | -9.2% |
| 1Y | -3.7% | +22.1% | -25.8% | -7.3% |
| 3Y | +17.8% | +12.2% | +5.5% | +12.0% |
| 5Y | +19.3% | -66.5% | +85.7% | +24.7% |
| All | +165.5% | +431.9% | -266.3% | +87.6% |
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 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