+138.6%
ETSY vs UUUU
+206.3%
-67.7%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -6.3% | +6.9% | +1.5% |
| 7D | -12.7% | -5.0% | -7.7% | -12.1% |
| 30D | -9.9% | -7.8% | -2.1% | -9.2% |
| 3M | +4.2% | -0.4% | +4.6% | +3.1% |
| 6M | +34.2% | -32.9% | +67.1% | +39.2% |
| YTD | +29.1% | -6.3% | +35.4% | +24.1% |
| 1Y | +23.8% | +7.9% | +15.9% | +13.3% |
| 3Y | +6.6% | +85.2% | -78.5% | -17.7% |
| 5Y | -67.0% | +97.0% | -164.0% | -76.0% |
| 10Y | +424.9% | +492.6% | -67.8% | +166.1% |
| All | +138.6% | +206.3% | -67.7% | +26.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling