+244.4%
UNP vs ETSY
+134.9%
+109.5%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.8% | +4.4% | 0.0% |
| 7D | -0.7% | -10.9% | +10.2% | +0.3% |
| 30D | -1.1% | -14.9% | +13.7% | +0.3% |
| 3M | +7.9% | +5.8% | +2.1% | +7.0% |
| 6M | +14.6% | +29.1% | -14.5% | +11.1% |
| YTD | +26.6% | +31.3% | -4.8% | +22.2% |
| 1Y | +35.6% | +25.1% | +10.4% | +30.6% |
| 3Y | +45.5% | +8.5% | +37.0% | +39.7% |
| 5Y | +50.0% | -66.1% | +116.1% | +55.0% |
| 10Y | +271.8% | +410.3% | -138.5% | +177.4% |
| All | +244.4% | +134.9% | +109.5% | +145.7% |
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