+12.2%
ETSY vs SSNC
+49.3%
-37.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.7% | -0.1% | +0.6% |
| 7D | -4.9% | -4.0% | -0.9% | -2.4% |
| 30D | -8.6% | +0.5% | -9.2% | -8.8% |
| 3M | +4.8% | +18.9% | -14.1% | -6.4% |
| 6M | +38.1% | +10.8% | +27.3% | +29.2% |
| YTD | +31.2% | -7.1% | +38.4% | +37.6% |
| 1Y | +22.1% | -9.6% | +31.7% | +30.2% |
| 3Y | +12.2% | +51.1% | -38.8% | -25.2% |
| All | +12.2% | +49.3% | -37.0% | -25.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling