+65.2%
ETSY vs UEC
-46.3%
+111.5%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | -4.9% | +12.0% | +7.4% |
| 7D | +4.2% | -13.8% | +18.0% | +5.2% |
| 30D | +35.8% | -23.1% | +58.9% | +37.8% |
| 3M | +11.4% | -31.5% | +42.9% | +13.4% |
| 6M | +50.3% | -51.5% | +101.8% | +55.8% |
| YTD | +73.6% | -38.4% | +112.0% | +77.4% |
| 1Y | +65.2% | -44.7% | +109.9% | +68.2% |
| All | +65.2% | -46.3% | +111.5% | +68.2% |
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