+41.1%
SOFI vs ETSY
-60.1%
+101.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.6% | -1.3% | -1.0% |
| 7D | -7.0% | -12.7% | +5.7% | -1.0% |
| 30D | -4.3% | -9.9% | +5.6% | -0.2% |
| 3M | +8.4% | +4.2% | +4.3% | +4.6% |
| 6M | -5.9% | +34.2% | -40.1% | -21.5% |
| YTD | -34.3% | +29.1% | -63.4% | -45.1% |
| 1Y | -32.6% | +23.8% | -56.4% | -43.8% |
| 3Y | +101.3% | +6.6% | +94.6% | +68.1% |
| 5Y | +12.6% | -67.0% | +79.6% | +59.8% |
| All | +41.1% | -60.1% | +101.2% | +84.1% |
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