+42.6%
ETSY vs SUI
+15.1%
+27.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.5% | -0.3% | -1.3% |
| 7D | +1.1% | +6.2% | -5.1% | -0.7% |
| 30D | +25.8% | +8.6% | +17.2% | +22.5% |
| 3M | +9.3% | +1.0% | +8.3% | +8.8% |
| 6M | +38.4% | -2.6% | +41.0% | +38.9% |
| YTD | +62.2% | -0.1% | +62.3% | +60.9% |
| 1Y | +58.3% | +0.5% | +57.9% | +56.7% |
| 3Y | +42.6% | +15.3% | +27.3% | +26.2% |
| All | +42.6% | +15.1% | +27.4% | +26.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling