+424.6%
ETSY vs SSNC
+173.6%
+251.0%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.7% | -0.1% | +0.4% |
| 7D | -4.9% | -4.0% | -0.9% | -2.0% |
| 30D | -8.6% | +0.5% | -9.2% | -8.9% |
| 3M | +4.8% | +18.9% | -14.1% | -8.3% |
| 6M | +38.1% | +10.8% | +27.3% | +27.2% |
| YTD | +31.2% | -7.1% | +38.4% | +36.6% |
| 1Y | +22.1% | -9.6% | +31.7% | +29.3% |
| 3Y | +12.2% | +51.1% | -38.8% | -19.7% |
| 5Y | -66.5% | +19.7% | -86.1% | -71.1% |
| All | +424.6% | +173.6% | +251.0% | +181.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 10y: compounded portfolio wealth divided by compounded SSNC 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…
10y analysis · Full analysis span regression · 6 months rolling