+599.4%
NUE vs ETSY
+130.9%
+468.5%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.6% | -1.5% | -1.0% |
| 7D | -2.7% | -12.7% | +10.1% | -1.0% |
| 30D | -6.1% | -9.9% | +3.9% | -4.9% |
| 3M | +2.2% | +4.2% | -1.9% | +1.4% |
| 6M | +50.8% | +34.2% | +16.6% | +44.0% |
| YTD | +57.5% | +29.1% | +28.4% | +50.6% |
| 1Y | +82.5% | +23.8% | +58.7% | +73.9% |
| 3Y | +61.7% | +6.6% | +55.0% | +53.7% |
| 5Y | +145.1% | -67.0% | +212.2% | +156.7% |
| 10Y | +577.8% | +424.9% | +152.9% | +391.9% |
| All | +599.4% | +130.9% | +468.5% | +396.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling