+130.0%
UAL vs ETSY
-66.8%
+196.8%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.2% | +1.2% | -0.4% |
| 7D | -1.1% | -12.9% | +11.8% | +2.5% |
| 30D | -13.4% | -11.5% | -2.0% | -10.8% |
| 3M | -2.3% | +3.5% | -5.8% | -3.8% |
| 6M | +13.3% | +27.6% | -14.3% | +4.6% |
| YTD | -4.2% | +28.4% | -32.6% | -12.1% |
| 1Y | +1.4% | +27.1% | -25.7% | -8.2% |
| 3Y | +125.8% | +6.0% | +119.8% | +105.1% |
| 5Y | +130.0% | -67.1% | +197.1% | +135.6% |
| All | +130.0% | -66.8% | +196.8% | +135.6% |
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