-67.0%
ETSY vs UEC
+273.6%
-340.6%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -5.0% | +5.6% | +1.3% |
| 7D | -12.7% | -4.3% | -8.5% | -12.2% |
| 30D | -9.9% | -3.8% | -6.1% | -9.9% |
| 3M | +4.2% | +17.0% | -12.8% | +0.6% |
| 6M | +34.2% | -23.9% | +58.1% | +36.5% |
| YTD | +29.1% | -5.7% | +34.8% | +25.3% |
| 1Y | +23.8% | -12.5% | +36.4% | +19.2% |
| 3Y | +6.6% | +136.5% | -129.8% | -24.4% |
| 5Y | -67.0% | +243.3% | -310.3% | -81.7% |
| All | -67.0% | +273.6% | -340.6% | -81.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling