+653.5%
ETSY vs SUI
+117.1%
+536.4%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | -1.8% |
| 7D | -3.7% | +3.4% | -7.2% | -5.2% |
| 30D | +12.8% | +4.6% | +8.2% | +10.2% |
| 3M | +7.6% | +1.6% | +6.0% | +6.6% |
| 6M | +34.4% | -3.5% | +37.8% | +35.8% |
| YTD | +56.0% | -1.0% | +57.0% | +55.0% |
| 1Y | +43.6% | -1.7% | +45.3% | +43.1% |
| 3Y | +36.8% | +18.4% | +18.4% | +21.3% |
| 5Y | -65.2% | -26.3% | -38.9% | -61.1% |
| 10Y | +653.5% | +123.3% | +530.1% | +397.5% |
| All | +653.5% | +117.1% | +536.4% | +397.5% |
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