+78.9%
UBER vs ETSY
-66.2%
+145.1%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.6% | -2.9% | -1.7% |
| 7D | -5.4% | -4.9% | -0.5% | -3.9% |
| 30D | -4.9% | -8.6% | +3.7% | -2.4% |
| 3M | +3.0% | +4.8% | -1.7% | +1.0% |
| 6M | -4.4% | +38.1% | -42.5% | -14.8% |
| YTD | -12.3% | +31.2% | -43.5% | -21.3% |
| 1Y | -24.3% | +22.1% | -46.4% | -32.2% |
| 3Y | +46.4% | +12.2% | +34.2% | +24.9% |
| All | +78.9% | -66.2% | +145.1% | +110.7% |
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 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