+5.5%
URI vs ETSY
+28.9%
-23.4%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.6% | -4.4% | -3.9% |
| 7D | -0.5% | -12.7% | +12.2% | +0.4% |
| 30D | -13.4% | -9.9% | -3.4% | -12.8% |
| 3M | -6.2% | +4.2% | -10.4% | -7.2% |
| 6M | +28.0% | +34.2% | -6.2% | +20.4% |
| YTD | +23.0% | +29.1% | -6.2% | +16.8% |
| 1Y | +5.5% | +23.8% | -18.3% | +1.7% |
| All | +5.5% | +28.9% | -23.4% | +1.7% |
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 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