+12.2%
ETSY vs SEI
+594.6%
-582.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +5.1% | -3.5% | +1.4% |
| 7D | -4.9% | +22.6% | -27.5% | -5.9% |
| 30D | -8.6% | +9.1% | -17.7% | -9.1% |
| 3M | +4.8% | -11.3% | +16.1% | +5.3% |
| 6M | +38.1% | +22.0% | +16.1% | +34.7% |
| YTD | +31.2% | +47.3% | -16.0% | +25.7% |
| 1Y | +22.1% | +124.8% | -102.7% | +12.3% |
| 3Y | +12.2% | +591.3% | -579.0% | -14.3% |
| All | +12.2% | +594.6% | -582.3% | -14.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 SEI 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