+78.2%
SYF vs ETSY
-67.3%
+145.5%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.6% | -3.0% | -2.6% |
| 7D | -5.5% | -12.7% | +7.2% | -2.7% |
| 30D | -3.9% | -9.9% | +6.1% | -1.8% |
| 3M | +8.9% | +4.2% | +4.8% | +7.4% |
| 6M | +16.2% | +34.2% | -18.0% | +7.6% |
| YTD | -8.4% | +29.1% | -37.6% | -14.9% |
| 1Y | +2.6% | +23.8% | -21.2% | -4.9% |
| 3Y | +156.4% | +6.6% | +149.7% | +135.7% |
| 5Y | +78.2% | -67.0% | +145.2% | +79.8% |
| All | +78.2% | -67.3% | +145.5% | +79.8% |
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