-40.8%
SOFI vs ETSY
+60.7%
-101.5%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +7.1% | -3.5% | +1.8% |
| 7D | +1.4% | +4.2% | -2.8% | +0.2% |
| 30D | +9.2% | +35.8% | -26.6% | +1.2% |
| 3M | -7.1% | +11.4% | -18.4% | -9.9% |
| 6M | +7.3% | +50.3% | -43.0% | -5.1% |
| YTD | -33.6% | +73.6% | -107.2% | -46.4% |
| 1Y | -40.8% | +65.2% | -106.0% | -49.7% |
| All | -40.8% | +60.7% | -101.5% | -49.7% |
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