+54.0%
UNP vs ETSY
-66.2%
+120.2%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.6% | -2.1% | -0.6% |
| 7D | -1.8% | -4.9% | +3.1% | -1.4% |
| 30D | -2.7% | -8.6% | +5.9% | -2.1% |
| 3M | +6.5% | +4.8% | +1.7% | +5.8% |
| 6M | +14.4% | +38.1% | -23.7% | +10.4% |
| YTD | +24.8% | +31.2% | -6.4% | +20.8% |
| 1Y | +34.4% | +22.1% | +12.3% | +30.1% |
| 3Y | +43.6% | +12.2% | +31.3% | +37.4% |
| All | +54.0% | -66.2% | +120.2% | +51.6% |
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