-16.5%
SOUN vs ETSY
-27.7%
+11.2%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -2.0% | -0.9% |
| 7D | -7.1% | -4.9% | -2.2% | -5.4% |
| 30D | -15.4% | -8.6% | -6.8% | -13.0% |
| 3M | -10.6% | +4.8% | -15.4% | -13.4% |
| 6M | -19.6% | +38.1% | -57.7% | -30.7% |
| YTD | -37.2% | +31.2% | -68.5% | -44.9% |
| 1Y | -57.1% | +22.1% | -79.2% | -62.2% |
| 3Y | +178.2% | +12.2% | +166.0% | +141.0% |
| All | -16.5% | -27.7% | +11.2% | -25.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling