+32.9%
URI vs ETSY
+60.7%
-27.9%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +7.1% | -11.5% | -4.9% |
| 7D | -4.3% | +4.2% | -8.5% | -4.7% |
| 30D | +4.6% | +35.8% | -31.2% | +1.9% |
| 3M | -2.1% | +11.4% | -13.5% | -3.1% |
| 6M | +21.9% | +50.3% | -28.4% | +15.5% |
| YTD | +39.7% | +73.6% | -33.9% | +27.3% |
| 1Y | +32.9% | +65.2% | -32.3% | +22.1% |
| All | +32.9% | +60.7% | -27.9% | +22.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling