+46.5%
ETSY vs SMTC
+154.8%
-108.2%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +9.2% | -16.0% | -6.4% |
| 7D | -8.5% | +12.7% | -21.2% | -8.1% |
| 30D | -10.9% | +22.0% | -32.9% | -10.5% |
| 3M | +14.1% | -12.7% | +26.8% | +15.4% |
| 6M | +37.5% | +64.8% | -27.3% | +33.9% |
| YTD | +38.0% | +100.7% | -62.7% | +33.7% |
| 1Y | +46.5% | +146.9% | -100.3% | +68.5% |
| All | +46.5% | +154.8% | -108.2% | +68.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 1y: compounded portfolio wealth divided by compounded SMTC 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…
1y analysis · Full analysis span regression · 6 months rolling