+210.4%
URI vs ETSY
-66.4%
+276.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.8% | +5.3% | +1.6% |
| 7D | +2.5% | -10.9% | +13.5% | +5.1% |
| 30D | -12.5% | -14.9% | +2.3% | -9.6% |
| 3M | -6.2% | +5.8% | -12.0% | -8.3% |
| 6M | +25.9% | +29.1% | -3.2% | +15.9% |
| YTD | +26.2% | +31.3% | -5.2% | +15.3% |
| 1Y | +5.5% | +25.1% | -19.6% | -4.2% |
| 3Y | +125.0% | +8.5% | +116.5% | +102.8% |
| 5Y | +210.4% | -66.1% | +276.5% | +234.2% |
| All | +210.4% | -66.4% | +276.9% | +234.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling