+71.0%
UBER vs ETSY
+16.0%
+55.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.2% | -0.6% | -2.1% |
| 7D | -7.0% | -12.9% | +5.9% | -3.2% |
| 30D | -8.9% | -11.5% | +2.5% | -5.7% |
| 3M | +1.0% | +3.5% | -2.5% | -0.5% |
| 6M | -3.7% | +27.6% | -31.4% | -11.6% |
| YTD | -13.0% | +28.4% | -41.4% | -21.0% |
| 1Y | -25.5% | +27.1% | -52.6% | -33.7% |
| 3Y | +50.5% | +6.0% | +44.4% | +32.9% |
| 5Y | +76.2% | -67.1% | +143.3% | +108.5% |
| All | +71.0% | +16.0% | +55.0% | +20.5% |
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