+1,271.8%
URI vs ETSY
+403.1%
+868.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.2% | +3.6% | +1.8% |
| 7D | +5.0% | -12.9% | +17.9% | +7.9% |
| 30D | -9.4% | -11.5% | +2.1% | -7.4% |
| 3M | -5.8% | +3.5% | -9.3% | -7.3% |
| 6M | +25.8% | +27.6% | -1.8% | +17.3% |
| YTD | +27.9% | +28.4% | -0.5% | +18.7% |
| 1Y | +9.7% | +27.1% | -17.4% | +0.6% |
| 3Y | +128.0% | +6.0% | +121.9% | +110.2% |
| 5Y | +212.4% | -67.1% | +279.5% | +244.4% |
| 10Y | +1,271.8% | +421.9% | +849.9% | +747.0% |
| All | +1,271.8% | +403.1% | +868.7% | +747.0% |
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