+424.6%
ETSY vs UUUU
+465.5%
-40.9%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -5.0% | +6.6% | +2.3% |
| 7D | -4.9% | -10.5% | +5.6% | -3.5% |
| 30D | -8.6% | -10.5% | +1.9% | -7.6% |
| 3M | +4.8% | -14.1% | +18.9% | +6.1% |
| 6M | +38.1% | -35.5% | +73.6% | +43.8% |
| YTD | +31.2% | -10.9% | +42.2% | +27.3% |
| 1Y | +22.1% | +3.4% | +18.7% | +12.8% |
| 3Y | +12.2% | +73.1% | -60.9% | -11.7% |
| 5Y | -66.5% | +87.1% | -153.6% | -75.1% |
| All | +424.6% | +465.5% | -40.9% | +181.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling