+55.5%
ZM vs ETSY
+13.7%
+41.8%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -4.8% | 0.0% | -3.1% |
| 7D | +1.6% | -10.9% | +12.5% | +5.7% |
| 30D | -7.7% | -14.9% | +7.2% | -2.6% |
| 3M | -4.7% | +5.8% | -10.5% | -7.6% |
| 6M | +24.4% | +29.1% | -4.7% | +11.2% |
| YTD | +11.8% | +31.3% | -19.6% | -2.1% |
| 1Y | +13.4% | +25.1% | -11.8% | -1.6% |
| 3Y | +33.8% | +8.5% | +25.4% | +13.4% |
| 5Y | -67.2% | -66.1% | -1.1% | -58.9% |
| All | +55.5% | +13.7% | +41.8% | +60.3% |
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