+123.8%
URI vs ETSY
+10.3%
+113.5%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -6.7% | +8.3% | +2.8% |
| 7D | -2.0% | -8.5% | +6.5% | -0.6% |
| 30D | -12.9% | -10.9% | -2.1% | -11.4% |
| 3M | -6.7% | +14.1% | -20.8% | -9.7% |
| 6M | +19.0% | +37.5% | -18.5% | +9.7% |
| YTD | +25.5% | +38.0% | -12.5% | +15.4% |
| 1Y | +5.5% | +46.5% | -41.0% | -6.3% |
| All | +123.8% | +10.3% | +113.5% | +95.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling