+10.1%
UNH vs ETSY
+23.3%
-13.2%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.6% | -4.0% | -2.5% |
| 7D | -4.5% | -4.9% | +0.4% | -4.2% |
| 30D | -6.5% | -8.6% | +2.1% | -5.9% |
| 3M | -6.0% | +4.8% | -10.8% | -6.7% |
| 6M | +33.7% | +38.1% | -4.4% | +27.8% |
| YTD | +16.4% | +31.2% | -14.8% | +12.2% |
| 1Y | +10.1% | +22.1% | -12.0% | +9.5% |
| All | +10.1% | +23.3% | -13.2% | +9.5% |
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 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