+39.8%
ETSY vs URA
+43.1%
-3.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.5% | +0.7% | +2.0% |
| 7D | -8.2% | +2.9% | -11.1% | -8.5% |
| 30D | +14.8% | -10.8% | +25.7% | +16.1% |
| 3M | +11.2% | -25.5% | +36.7% | +14.3% |
| 6M | +47.6% | -41.2% | +88.8% | +55.9% |
| YTD | +59.4% | -21.3% | +80.6% | +61.1% |
| 1Y | +38.6% | -25.7% | +64.3% | +40.9% |
| All | +39.8% | +43.1% | -3.3% | +28.2% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 3y: compounded portfolio wealth divided by compounded URA 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…
3y analysis · Full analysis span regression · 6 months rolling