+36.5%
USB vs ETSY
+60.7%
-24.2%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +7.1% | -5.2% | +1.2% |
| 7D | +2.4% | +4.2% | -1.8% | +1.9% |
| 30D | +6.6% | +35.8% | -29.2% | +3.2% |
| 3M | -4.1% | +11.4% | -15.4% | -5.4% |
| 6M | +12.5% | +50.3% | -37.8% | +6.8% |
| YTD | +17.6% | +73.6% | -56.0% | +9.6% |
| 1Y | +36.5% | +65.2% | -28.7% | +28.3% |
| All | +36.5% | +60.7% | -24.2% | +28.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling