+250.1%
SYF vs ETSY
+431.9%
-181.7%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.6% | -0.9% | +0.4% |
| 7D | -4.9% | -4.9% | 0.0% | -4.0% |
| 30D | -4.3% | -8.6% | +4.3% | -2.9% |
| 3M | +5.5% | +4.8% | +0.7% | +4.2% |
| 6M | +17.5% | +38.1% | -20.6% | +9.6% |
| YTD | -7.8% | +31.2% | -39.0% | -13.5% |
| 1Y | +1.6% | +22.1% | -20.5% | -4.3% |
| 3Y | +154.8% | +12.2% | +142.6% | +136.7% |
| 5Y | +79.5% | -66.5% | +145.9% | +92.8% |
| All | +250.1% | +431.9% | -181.7% | +135.0% |
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