+2,139.8%
SMH vs ETSY
+130.9%
+2,008.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.6% | -3.0% | -2.6% |
| 7D | +1.4% | -12.7% | +14.1% | +4.0% |
| 30D | -2.2% | -9.9% | +7.7% | -0.5% |
| 3M | -1.9% | +4.2% | -6.0% | -3.5% |
| 6M | +41.0% | +34.2% | +6.8% | +31.1% |
| YTD | +55.6% | +29.1% | +26.4% | +44.9% |
| 1Y | +86.8% | +23.8% | +63.0% | +73.3% |
| 3Y | +277.7% | +6.6% | +271.0% | +247.8% |
| 5Y | +324.2% | -67.0% | +391.2% | +368.4% |
| 10Y | +1,828.6% | +424.9% | +1,403.7% | +1,297.2% |
| All | +2,139.8% | +130.9% | +2,008.8% | +1,472.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling