+107.5%
SOXX vs ETSY
+23.3%
+84.2%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.6% | +0.2% | +1.7% |
| 7D | +1.4% | -4.9% | +6.3% | +1.7% |
| 30D | -3.6% | -8.6% | +5.1% | -3.1% |
| 3M | -10.2% | +4.8% | -14.9% | -11.5% |
| 6M | +54.2% | +38.1% | +16.2% | +45.8% |
| YTD | +75.2% | +31.2% | +44.0% | +66.5% |
| 1Y | +107.5% | +22.1% | +85.4% | +100.8% |
| All | +107.5% | +23.3% | +84.2% | +100.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling