+226.8%
SOXX vs ETSY
+8.1%
+218.7%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.6% | +0.2% | +1.6% |
| 7D | +1.4% | -4.9% | +6.3% | +2.1% |
| 30D | -3.6% | -8.6% | +5.1% | -2.5% |
| 3M | -10.2% | +4.8% | -14.9% | -11.8% |
| 6M | +54.2% | +38.1% | +16.2% | +43.2% |
| YTD | +75.2% | +31.2% | +44.0% | +63.4% |
| 1Y | +107.5% | +22.1% | +85.4% | +93.3% |
| 3Y | +226.8% | +12.2% | +214.5% | +182.2% |
| All | +226.8% | +8.1% | +218.7% | +182.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling