-67.1%
ETSY vs URA
+132.7%
-199.9%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.3% | -0.9% | -1.9% |
| 7D | -12.9% | +5.7% | -18.6% | -14.3% |
| 30D | -11.5% | +5.6% | -17.0% | -13.2% |
| 3M | +3.5% | +6.2% | -2.7% | +0.8% |
| 6M | +27.6% | -8.2% | +35.9% | +28.3% |
| YTD | +28.4% | +9.7% | +18.7% | +20.1% |
| 1Y | +27.1% | +17.0% | +10.1% | +14.1% |
| 3Y | +6.0% | +118.5% | -112.4% | -32.0% |
| 5Y | -67.1% | +134.3% | -201.5% | -80.6% |
| All | -67.1% | +132.7% | -199.9% | -80.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling