+36.4%
UPS vs ETSY
+431.9%
-395.5%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.6% | -1.3% | +0.1% |
| 7D | -2.0% | -4.9% | +2.9% | -1.3% |
| 30D | -2.0% | -8.6% | +6.7% | -0.9% |
| 3M | -6.2% | +4.8% | -11.0% | -7.2% |
| 6M | +2.8% | +38.1% | -35.3% | -2.4% |
| YTD | +5.9% | +31.2% | -25.3% | +0.9% |
| 1Y | +26.2% | +22.1% | +4.1% | +20.5% |
| 3Y | -26.0% | +12.2% | -38.3% | -30.3% |
| 5Y | -34.3% | -66.5% | +32.2% | -30.9% |
| All | +36.4% | +431.9% | -395.5% | +8.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling