+289.5%
UNH vs ETSY
+129.6%
+159.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.2% | +0.3% | -1.8% |
| 7D | -1.7% | -12.9% | +11.2% | -0.6% |
| 30D | -3.8% | -11.5% | +7.6% | -2.9% |
| 3M | -4.3% | +3.5% | -7.8% | -4.8% |
| 6M | +38.6% | +27.6% | +11.0% | +35.2% |
| YTD | +20.7% | +28.4% | -7.7% | +17.4% |
| 1Y | +16.0% | +27.1% | -11.1% | +12.6% |
| 3Y | -13.5% | +6.0% | -19.5% | -16.2% |
| 5Y | +3.5% | -67.1% | +70.6% | +7.7% |
| 10Y | +245.3% | +421.9% | -176.6% | +171.3% |
| All | +289.5% | +129.6% | +159.9% | +217.9% |
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