+162.3%
SOXL vs ETSY
-66.2%
+228.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.6% | +3.6% | +4.1% |
| 7D | +3.9% | -4.9% | +8.8% | +7.3% |
| 30D | -14.3% | -8.6% | -5.7% | -11.0% |
| 3M | -45.6% | +4.8% | -50.4% | -51.0% |
| 6M | +117.2% | +38.1% | +79.1% | +57.1% |
| YTD | +189.8% | +31.2% | +158.6% | +112.0% |
| 1Y | +317.7% | +22.1% | +295.6% | +206.4% |
| 3Y | +478.6% | +12.2% | +466.4% | +301.3% |
| All | +162.3% | -66.2% | +228.5% | +410.1% |
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