+212.4%
SU vs ETSY
+130.9%
+81.5%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.7% | -0.2% |
| 7D | +1.7% | -12.7% | +14.4% | +2.6% |
| 30D | +9.6% | -9.9% | +19.6% | +10.3% |
| 3M | +11.7% | +4.2% | +7.6% | +11.1% |
| 6M | +21.9% | +34.2% | -12.3% | +18.7% |
| YTD | +58.6% | +29.1% | +29.5% | +54.4% |
| 1Y | +66.5% | +23.8% | +42.7% | +61.8% |
| 3Y | +121.4% | +6.6% | +114.8% | +114.1% |
| 5Y | +355.7% | -67.0% | +422.7% | +370.8% |
| 10Y | +264.2% | +424.9% | -160.7% | +167.3% |
| All | +212.4% | +130.9% | +81.5% | +111.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling