+83.8%
UL vs ETSY
+134.9%
-51.1%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.8% | +3.8% | -0.8% |
| 7D | -1.3% | -10.9% | +9.6% | -0.8% |
| 30D | +0.9% | -14.9% | +15.8% | +1.7% |
| 3M | +14.2% | +5.8% | +8.4% | +13.9% |
| 6M | -3.2% | +29.1% | -32.3% | -4.6% |
| YTD | -0.3% | +31.3% | -31.7% | -2.0% |
| 1Y | -8.8% | +25.1% | -33.9% | -10.3% |
| 3Y | +23.9% | +8.5% | +15.4% | +21.4% |
| 5Y | +21.4% | -66.1% | +87.4% | +23.1% |
| 10Y | +66.7% | +410.3% | -343.6% | +46.4% |
| All | +83.8% | +134.9% | -51.1% | +62.4% |
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