+150.5%
SPMO vs ETSY
-66.2%
+216.8%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.6% | -1.1% | +0.3% |
| 7D | -0.9% | -4.9% | +4.0% | -0.4% |
| 30D | -1.9% | -8.6% | +6.7% | -1.1% |
| 3M | -1.4% | +4.8% | -6.1% | -2.4% |
| 6M | +25.5% | +38.1% | -12.6% | +19.7% |
| YTD | +24.8% | +31.2% | -6.4% | +19.3% |
| 1Y | +24.5% | +22.1% | +2.4% | +19.1% |
| 3Y | +157.1% | +12.2% | +144.9% | +141.7% |
| All | +150.5% | -66.2% | +216.8% | +156.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling