-0.5%
UNH vs ETSY
-66.2%
+65.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.6% | -4.0% | -2.4% |
| 7D | -4.5% | -4.9% | +0.4% | -4.3% |
| 30D | -6.5% | -8.6% | +2.1% | -6.2% |
| 3M | -6.0% | +4.8% | -10.8% | -6.3% |
| 6M | +33.7% | +38.1% | -4.4% | +31.1% |
| YTD | +16.4% | +31.2% | -14.8% | +14.3% |
| 1Y | +10.1% | +22.1% | -12.0% | +8.4% |
| 3Y | -16.3% | +12.2% | -28.6% | -17.9% |
| All | -0.5% | -66.2% | +65.7% | +0.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling