+20.0%
YUM vs ETSY
-66.2%
+86.3%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -5.0% |
| 3M | -7.6% | +4.8% | -12.4% | -8.3% |
| 6M | -9.1% | +38.1% | -47.2% | -12.7% |
| YTD | -5.5% | +31.2% | -36.8% | -8.9% |
| 1Y | -3.7% | +22.1% | -25.8% | -7.1% |
| 3Y | +17.8% | +12.2% | +5.5% | +12.1% |
| All | +20.0% | -66.2% | +86.3% | +20.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling