+42.0%
SOFI vs ETSY
-59.5%
+101.4%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.6% | -1.0% | -0.1% |
| 7D | -4.9% | -4.9% | 0.0% | -2.7% |
| 30D | -3.5% | -8.6% | +5.2% | 0.0% |
| 3M | +3.9% | +4.8% | -0.9% | -0.1% |
| 6M | -6.5% | +38.1% | -44.6% | -23.1% |
| YTD | -33.8% | +31.2% | -65.1% | -45.1% |
| 1Y | -33.3% | +22.1% | -55.4% | -43.9% |
| 3Y | +94.6% | +12.2% | +82.4% | +58.4% |
| 5Y | +13.3% | -66.5% | +79.7% | +59.5% |
| All | +42.0% | -59.5% | +101.4% | +83.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling