+1,537.1%
SOXX vs ETSY
+431.9%
+1,105.2%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.6% | +0.2% | +1.5% |
| 7D | +1.4% | -4.9% | +6.3% | +2.5% |
| 30D | -3.6% | -8.6% | +5.1% | -1.9% |
| 3M | -10.2% | +4.8% | -14.9% | -12.1% |
| 6M | +54.2% | +38.1% | +16.2% | +40.3% |
| YTD | +75.2% | +31.2% | +44.0% | +60.1% |
| 1Y | +107.5% | +22.1% | +85.4% | +90.1% |
| 3Y | +226.8% | +12.2% | +214.5% | +192.4% |
| 5Y | +251.2% | -66.5% | +317.7% | +295.3% |
| All | +1,537.1% | +431.9% | +1,105.2% | +942.6% |
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