+65.2%
ETSY vs SOXQ
+45.5%
+19.7%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | -3.1% | +10.2% | +7.3% |
| 7D | +4.2% | -12.1% | +16.3% | +5.0% |
| 30D | +35.8% | -22.0% | +57.8% | +38.0% |
| 3M | +11.4% | -15.6% | +26.9% | +12.4% |
| 6M | +50.3% | -2.4% | +52.6% | +41.1% |
| YTD | +73.6% | +45.4% | +28.2% | +38.7% |
| 1Y | +65.2% | +47.7% | +17.5% | +30.1% |
| All | +65.2% | +45.5% | +19.7% | +30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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