-65.8%
ETSY vs UUUU
+79.1%
-144.9%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -5.0% | +6.6% | +2.4% |
| 7D | -4.9% | -10.5% | +5.6% | -3.4% |
| 30D | -8.6% | -10.5% | +1.9% | -7.5% |
| 3M | +4.8% | -14.1% | +18.9% | +6.1% |
| 6M | +38.1% | -35.5% | +73.6% | +44.1% |
| YTD | +31.2% | -10.9% | +42.2% | +26.1% |
| 1Y | +22.1% | +3.4% | +18.7% | +10.4% |
| 3Y | +12.2% | +73.1% | -60.9% | -17.6% |
| All | -65.8% | +79.1% | -144.9% | -77.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling