+976.0%
URI vs ETSY
+146.8%
+829.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -6.7% | +8.3% | +2.9% |
| 7D | -2.0% | -8.5% | +6.5% | -0.4% |
| 30D | -12.9% | -10.9% | -2.1% | -11.3% |
| 3M | -6.7% | +14.1% | -20.8% | -9.7% |
| 6M | +19.0% | +37.5% | -18.5% | +10.2% |
| YTD | +25.5% | +38.0% | -12.5% | +15.9% |
| 1Y | +5.5% | +46.5% | -41.0% | -5.0% |
| 3Y | +111.3% | +2.5% | +108.8% | +98.2% |
| 5Y | +198.6% | -65.3% | +263.8% | +222.1% |
| 10Y | +1,179.9% | +451.6% | +728.3% | +735.1% |
| All | +976.0% | +146.8% | +829.2% | +550.5% |
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