+1,102.1%
URI vs ETSY
+185.3%
+916.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | -1.7% | +8.5% | +7.2% |
| 7D | -4.0% | -4.3% | +0.3% | -3.3% |
| 30D | +6.8% | +15.3% | -8.5% | +3.7% |
| 3M | -2.8% | +3.4% | -6.2% | -4.0% |
| 6M | +20.9% | +37.4% | -16.5% | +12.4% |
| YTD | +40.2% | +59.5% | -19.3% | +25.5% |
| 1Y | +34.1% | +49.7% | -15.6% | +21.3% |
| 3Y | +164.1% | +42.6% | +121.5% | +131.9% |
| 5Y | +199.3% | -65.8% | +265.1% | +222.4% |
| 10Y | +1,218.8% | +677.8% | +541.0% | +719.2% |
| All | +1,102.1% | +185.3% | +916.8% | +604.6% |
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