+193.4%
SYY vs ETSY
+129.6%
+63.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.2% | +4.4% | +2.4% |
| 7D | -0.2% | -12.9% | +12.7% | +0.9% |
| 30D | -2.7% | -11.5% | +8.7% | -1.8% |
| 3M | +5.9% | +3.5% | +2.3% | +5.3% |
| 6M | -2.3% | +27.6% | -30.0% | -4.9% |
| YTD | +13.1% | +28.4% | -15.3% | +9.8% |
| 1Y | +3.8% | +27.1% | -23.3% | +0.3% |
| 3Y | +26.7% | +6.0% | +20.7% | +22.4% |
| 5Y | +19.4% | -67.1% | +86.6% | +22.7% |
| 10Y | +112.0% | +421.9% | -309.9% | +68.7% |
| All | +193.4% | +129.6% | +63.7% | +133.6% |
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