+1,817.6%
SMH vs ETSY
+431.9%
+1,385.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.6% | -0.2% | +1.1% |
| 7D | +0.3% | -4.9% | +5.2% | +1.4% |
| 30D | -2.8% | -8.6% | +5.8% | -1.2% |
| 3M | -6.7% | +4.8% | -11.5% | -8.6% |
| 6M | +41.8% | +38.1% | +3.7% | +29.5% |
| YTD | +57.9% | +31.2% | +26.6% | +44.8% |
| 1Y | +87.6% | +22.1% | +65.5% | +72.6% |
| 3Y | +282.9% | +12.2% | +270.7% | +243.1% |
| 5Y | +330.4% | -66.5% | +396.9% | +383.5% |
| All | +1,817.6% | +431.9% | +1,385.7% | +1,139.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ETSY.
Daily Out/Under-Performance
Portfolio return minus ETSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETSY 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 ETSY 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