+10.7%
ETSY vs USFD
+165.3%
-154.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.4% | -6.4% | -6.6% |
| 7D | -8.5% | -3.0% | -5.5% | -7.6% |
| 30D | -10.9% | +3.5% | -14.4% | -12.0% |
| 3M | +14.1% | +26.6% | -12.5% | +5.3% |
| 6M | +37.5% | +11.7% | +25.8% | +31.8% |
| YTD | +38.0% | +38.1% | -0.1% | +19.5% |
| 1Y | +46.5% | +33.4% | +13.2% | +28.8% |
| All | +10.7% | +165.3% | -154.6% | -35.2% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD 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 USFD 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