+43.8%
SO vs ETSY
+5.8%
+38.0%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.2% | +1.5% | -0.7% |
| 7D | 0.0% | -12.9% | +12.9% | +0.3% |
| 30D | -2.5% | -11.5% | +9.0% | -2.2% |
| 3M | -4.2% | +3.5% | -7.7% | -4.2% |
| 6M | -7.7% | +27.6% | -35.3% | -8.3% |
| YTD | +3.8% | +28.4% | -24.6% | +2.9% |
| 1Y | +0.1% | +27.1% | -27.0% | -1.3% |
| All | +43.8% | +5.8% | +38.0% | +38.8% |
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