+1,126.2%
URI vs ETSY
+185.0%
+941.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.1% | +2.0% | +3.7% |
| 7D | +2.4% | -8.2% | +10.6% | +4.1% |
| 30D | +8.9% | +14.8% | -6.0% | +5.8% |
| 3M | +0.8% | +11.2% | -10.4% | -1.8% |
| 6M | +23.1% | +47.6% | -24.5% | +13.0% |
| YTD | +43.1% | +59.4% | -16.3% | +28.1% |
| 1Y | +35.7% | +38.6% | -2.9% | +24.7% |
| 3Y | +158.2% | +39.7% | +118.5% | +127.6% |
| 5Y | +212.6% | -65.1% | +277.7% | +235.6% |
| 10Y | +1,210.8% | +653.8% | +556.9% | +716.9% |
| All | +1,126.2% | +185.0% | +941.2% | +618.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling