+282.9%
SMH vs ETSY
+8.1%
+274.8%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.6% | -0.2% | +1.3% |
| 7D | +0.3% | -4.9% | +5.2% | +0.9% |
| 30D | -2.8% | -8.6% | +5.8% | -1.8% |
| 3M | -6.7% | +4.8% | -11.5% | -8.1% |
| 6M | +41.8% | +38.1% | +3.7% | +33.2% |
| YTD | +57.9% | +31.2% | +26.6% | +48.9% |
| 1Y | +87.6% | +22.1% | +65.5% | +76.9% |
| 3Y | +282.9% | +12.2% | +270.7% | +236.6% |
| All | +282.9% | +8.1% | +274.8% | +236.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling