-9.3%
UL vs ETSY
+47.8%
-57.0%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -6.7% | +6.7% | +0.1% |
| 7D | -1.3% | -8.5% | +7.1% | -1.1% |
| 30D | +0.5% | -10.9% | +11.4% | +0.7% |
| 3M | +17.6% | +14.1% | +3.5% | +18.1% |
| 6M | -5.4% | +37.5% | -42.9% | -4.8% |
| YTD | +0.7% | +38.0% | -37.3% | +1.1% |
| 1Y | -9.3% | +46.5% | -55.8% | -9.0% |
| All | -9.3% | +47.8% | -57.0% | -9.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling