-7.2%
SYK vs ETSY
+6.4%
-13.6%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.6% | -2.5% | -2.0% |
| 7D | -12.3% | -12.7% | +0.4% | -11.3% |
| 30D | -22.4% | -9.9% | -12.5% | -21.8% |
| 3M | -12.3% | +4.2% | -16.5% | -12.6% |
| 6M | -24.3% | +34.2% | -58.5% | -26.2% |
| YTD | -22.8% | +29.1% | -51.9% | -24.6% |
| 1Y | -28.8% | +23.8% | -52.6% | -30.7% |
| All | -7.2% | +6.4% | -13.6% | -13.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling