+54.5%
USAR vs ETSY
-20.5%
+75.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.6% | -4.6% | -3.2% |
| 7D | -11.6% | -4.9% | -6.7% | -11.1% |
| 30D | -15.5% | -8.6% | -6.9% | -14.7% |
| 3M | -31.0% | +4.8% | -35.8% | -31.9% |
| 6M | -26.2% | +38.1% | -64.3% | -29.6% |
| YTD | +30.8% | +31.2% | -0.5% | +24.8% |
| 1Y | +7.1% | +22.1% | -15.0% | +3.7% |
| 3Y | +53.0% | +12.2% | +40.7% | +51.7% |
| All | +54.5% | -20.5% | +75.0% | +53.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling