-13.6%
SOUN vs ETSY
-29.3%
+15.7%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.2% | +0.9% | -0.5% |
| 7D | -4.4% | -12.9% | +8.5% | +0.5% |
| 30D | -13.1% | -11.5% | -1.7% | -9.6% |
| 3M | -7.7% | +3.5% | -11.2% | -10.2% |
| 6M | -21.2% | +27.6% | -48.8% | -29.9% |
| YTD | -35.0% | +28.4% | -63.4% | -42.5% |
| 1Y | -56.4% | +27.1% | -83.4% | -62.2% |
| 3Y | +181.7% | +6.0% | +175.7% | +149.3% |
| All | -13.6% | -29.3% | +15.7% | -21.8% |
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 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