+1,628.6%
UMC vs ETSY
+129.6%
+1,499.0%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -2.2% | +6.2% | +4.3% |
| 7D | +13.6% | -12.9% | +26.5% | +15.8% |
| 30D | +20.8% | -11.5% | +32.2% | +22.7% |
| 3M | +16.1% | +3.5% | +12.6% | +14.8% |
| 6M | +137.3% | +27.6% | +109.7% | +126.8% |
| YTD | +193.8% | +28.4% | +165.3% | +178.9% |
| 1Y | +236.1% | +27.1% | +209.0% | +216.9% |
| 3Y | +267.1% | +6.0% | +261.1% | +245.4% |
| 5Y | +145.3% | -67.1% | +212.4% | +162.4% |
| 10Y | +1,857.3% | +421.9% | +1,435.4% | +1,448.3% |
| All | +1,628.6% | +129.6% | +1,499.0% | +1,331.0% |
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 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