+142.7%
ETSY vs UEC
+703.4%
-560.6%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +3.0% | -7.9% | -5.3% |
| 7D | -10.9% | +2.6% | -13.5% | -11.3% |
| 30D | -14.9% | +5.6% | -20.5% | -16.0% |
| 3M | +5.8% | -5.7% | +11.5% | +5.4% |
| 6M | +29.1% | -8.0% | +37.2% | +27.4% |
| YTD | +31.3% | +1.8% | +29.6% | +26.6% |
| 1Y | +25.1% | +0.6% | +24.5% | +18.6% |
| 3Y | +8.5% | +155.2% | -146.7% | -17.7% |
| 5Y | -66.1% | +305.8% | -371.9% | -77.7% |
| 10Y | +410.3% | +943.0% | -532.7% | +138.0% |
| All | +142.7% | +703.4% | -560.6% | +12.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling