+12.2%
ETSY vs SONY
+42.2%
-30.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.6% | 0.0% | +1.1% |
| 7D | -4.9% | -2.7% | -2.2% | -4.1% |
| 30D | -8.6% | +1.5% | -10.2% | -8.9% |
| 3M | +4.8% | +13.0% | -8.2% | +0.9% |
| 6M | +38.1% | +11.2% | +26.9% | +32.9% |
| YTD | +31.2% | -6.6% | +37.9% | +33.9% |
| 1Y | +22.1% | -18.1% | +40.2% | +30.5% |
| 3Y | +12.2% | +42.1% | -29.8% | -2.6% |
| All | +12.2% | +42.2% | -30.0% | -2.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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