+517.6%
SPMO vs ETSY
+431.9%
+85.7%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.6% | -1.1% | +0.3% |
| 7D | -0.9% | -4.9% | +4.0% | -0.3% |
| 30D | -1.9% | -8.6% | +6.7% | -0.9% |
| 3M | -1.4% | +4.8% | -6.1% | -2.5% |
| 6M | +25.5% | +38.1% | -12.6% | +18.6% |
| YTD | +24.8% | +31.2% | -6.4% | +18.4% |
| 1Y | +24.5% | +22.1% | +2.4% | +18.2% |
| 3Y | +157.1% | +12.2% | +144.9% | +140.0% |
| 5Y | +149.5% | -66.5% | +216.0% | +165.7% |
| All | +517.6% | +431.9% | +85.7% | +360.3% |
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