+155.0%
ETSY vs SUI
+167.9%
-12.8%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.3% | -6.4% | -6.6% |
| 7D | -8.5% | -2.8% | -5.6% | -7.2% |
| 30D | -10.9% | -1.2% | -9.7% | -10.4% |
| 3M | +14.1% | -1.7% | +15.9% | +14.7% |
| 6M | +37.5% | -10.5% | +48.0% | +44.0% |
| YTD | +38.0% | -1.8% | +39.8% | +37.9% |
| 1Y | +46.5% | -4.1% | +50.6% | +47.8% |
| 3Y | +2.5% | +11.3% | -8.7% | -6.4% |
| 5Y | -65.3% | -32.1% | -33.2% | -59.7% |
| 10Y | +451.6% | +110.4% | +341.2% | +244.9% |
| All | +155.0% | +167.9% | -12.8% | +36.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling