+410.3%
ETSY vs SUI
+104.3%
+306.0%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -1.5% | -3.3% | -4.1% |
| 7D | -10.9% | -3.1% | -7.8% | -9.6% |
| 30D | -14.9% | -2.3% | -12.6% | -13.9% |
| 3M | +5.8% | -2.8% | +8.6% | +6.9% |
| 6M | +29.1% | -12.4% | +41.5% | +36.5% |
| YTD | +31.3% | -3.3% | +34.7% | +32.2% |
| 1Y | +25.1% | -5.8% | +30.9% | +27.3% |
| 3Y | +8.5% | +12.5% | -4.0% | -1.4% |
| 5Y | -66.1% | -32.9% | -33.2% | -60.6% |
| 10Y | +410.3% | +104.4% | +305.9% | +250.8% |
| All | +410.3% | +104.3% | +306.0% | +250.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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