+41.5%
NU vs ETSY
-70.4%
+112.0%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.6% | -4.3% | -3.2% |
| 7D | -4.9% | -4.9% | 0.0% | -3.3% |
| 30D | +7.8% | -8.6% | +16.4% | +10.7% |
| 3M | +20.9% | +4.8% | +16.1% | +17.5% |
| 6M | +0.9% | +38.1% | -37.2% | -12.3% |
| YTD | -12.7% | +31.2% | -43.9% | -23.7% |
| 1Y | -6.4% | +22.1% | -28.5% | -18.6% |
| 3Y | +98.1% | +12.2% | +85.9% | +60.7% |
| All | +41.5% | -70.4% | +112.0% | +93.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ETSY.
Daily Out/Under-Performance
Portfolio return minus ETSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETSY 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 ETSY 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