+1,842.6%
UMC vs ETSY
+431.9%
+1,410.7%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.6% | +0.7% | +2.1% |
| 7D | +9.0% | -4.9% | +13.9% | +9.8% |
| 30D | +17.2% | -8.6% | +25.9% | +18.8% |
| 3M | +11.4% | +4.8% | +6.6% | +9.7% |
| 6M | +137.5% | +38.1% | +99.4% | +122.7% |
| YTD | +193.1% | +31.2% | +161.9% | +175.5% |
| 1Y | +240.3% | +22.1% | +218.2% | +220.8% |
| 3Y | +262.2% | +12.2% | +249.9% | +234.4% |
| 5Y | +143.1% | -66.5% | +209.6% | +161.9% |
| All | +1,842.6% | +431.9% | +1,410.7% | +1,412.8% |
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