+72.4%
UBER vs ETSY
+18.6%
+53.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.6% | -2.9% | -1.7% |
| 7D | -5.4% | -4.9% | -0.5% | -4.0% |
| 30D | -4.9% | -8.6% | +3.7% | -2.5% |
| 3M | +3.0% | +4.8% | -1.7% | +1.1% |
| 6M | -4.4% | +38.1% | -42.5% | -14.3% |
| YTD | -12.3% | +31.2% | -43.5% | -20.8% |
| 1Y | -24.3% | +22.1% | -46.4% | -31.7% |
| 3Y | +46.4% | +12.2% | +34.2% | +27.1% |
| 5Y | +79.7% | -66.5% | +146.1% | +111.4% |
| All | +72.4% | +18.6% | +53.8% | +20.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling