-85.6%
SMR vs ETSY
+60.7%
-146.3%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +7.1% | -11.6% | -6.7% |
| 7D | -9.5% | +4.2% | -13.7% | -10.9% |
| 30D | -33.2% | +35.8% | -69.0% | -40.3% |
| 3M | -45.9% | +11.4% | -57.3% | -48.0% |
| 6M | -57.9% | +50.3% | -108.2% | -65.6% |
| YTD | -63.8% | +73.6% | -137.4% | -73.2% |
| 1Y | -85.6% | +65.2% | -150.8% | -89.0% |
| All | -85.6% | +60.7% | -146.3% | -89.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling