+28.7%
SPMO vs ETSY
+47.8%
-19.1%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -6.7% | +8.3% | +1.9% |
| 7D | +2.0% | -8.5% | +10.5% | +2.4% |
| 30D | -0.4% | -10.9% | +10.5% | +0.1% |
| 3M | -1.9% | +14.1% | -16.0% | -3.1% |
| 6M | +25.0% | +37.5% | -12.4% | +21.3% |
| YTD | +26.0% | +38.0% | -12.0% | +22.1% |
| 1Y | +28.7% | +46.5% | -17.9% | +25.9% |
| All | +28.7% | +47.8% | -19.1% | +25.9% |
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