+46.5%
ETSY vs UEC
-1.0%
+47.6%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.3% | -7.0% | -6.7% |
| 7D | -8.5% | -6.9% | -1.5% | -8.2% |
| 30D | -10.9% | +7.6% | -18.5% | -11.5% |
| 3M | +14.1% | -18.4% | +32.5% | +14.7% |
| 6M | +37.5% | -23.3% | +60.8% | +38.1% |
| YTD | +38.0% | -1.2% | +39.2% | +38.8% |
| 1Y | +46.5% | +2.3% | +44.2% | +50.6% |
| All | +46.5% | -1.0% | +47.6% | +50.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC 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 1y: compounded portfolio wealth divided by compounded UEC 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…
1y analysis · Full analysis span regression · 6 months rolling