+194.5%
ETSY vs SUI
+168.0%
+26.5%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.8% | +3.0% | +2.5% |
| 7D | -8.2% | -2.4% | -5.8% | -7.1% |
| 30D | +14.8% | +3.3% | +11.5% | +12.8% |
| 3M | +11.2% | +0.7% | +10.5% | +10.5% |
| 6M | +47.6% | -4.1% | +51.7% | +49.6% |
| YTD | +59.4% | -1.8% | +61.2% | +58.9% |
| 1Y | +38.6% | -4.1% | +42.7% | +39.7% |
| 3Y | +39.7% | +17.4% | +22.3% | +24.1% |
| 5Y | -65.1% | -27.0% | -38.1% | -60.8% |
| 10Y | +653.8% | +121.2% | +532.6% | +358.2% |
| All | +194.5% | +168.0% | +26.5% | +57.8% |
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 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