+656.6%
ETSY vs SUI
+120.9%
+535.7%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.7% | +0.3% |
| 7D | -3.5% | -3.8% | +0.3% | -1.8% |
| 30D | +11.4% | +3.9% | +7.4% | +9.2% |
| 3M | +10.9% | +0.2% | +10.7% | +10.5% |
| 6M | +53.5% | -4.2% | +57.7% | +55.6% |
| YTD | +59.3% | -2.5% | +61.8% | +59.3% |
| 1Y | +38.2% | -4.0% | +42.2% | +39.2% |
| 3Y | +39.6% | +16.5% | +23.1% | +24.7% |
| 5Y | -67.6% | -27.2% | -40.4% | -63.5% |
| All | +656.6% | +120.9% | +535.7% | +403.1% |
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