+75.4%
USAR vs ETSY
-20.4%
+95.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.8% | +5.1% | +0.9% |
| 7D | +2.3% | -10.9% | +13.2% | +3.7% |
| 30D | -8.6% | -14.9% | +6.2% | -7.0% |
| 3M | -20.5% | +5.8% | -26.3% | -21.5% |
| 6M | +1.2% | +29.1% | -27.9% | -2.9% |
| YTD | +48.4% | +31.3% | +17.1% | +41.7% |
| 1Y | +30.6% | +25.1% | +5.5% | +26.5% |
| 3Y | +73.6% | +8.5% | +65.2% | +72.2% |
| All | +75.4% | -20.4% | +95.8% | +74.1% |
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