+89.2%
USB vs ETSY
+669.0%
-579.8%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.7% | +4.2% | +2.7% |
| 7D | +0.8% | -4.3% | +5.1% | +1.2% |
| 30D | +6.8% | +15.3% | -8.5% | +5.1% |
| 3M | -3.8% | +3.4% | -7.2% | -4.4% |
| 6M | +11.7% | +37.4% | -25.6% | +7.5% |
| YTD | +17.5% | +59.5% | -42.0% | +10.7% |
| 1Y | +33.8% | +49.7% | -15.9% | +26.7% |
| 3Y | +104.2% | +42.6% | +61.6% | +90.7% |
| 5Y | +26.4% | -65.8% | +92.2% | +27.9% |
| 10Y | +89.2% | +677.8% | -588.6% | +47.8% |
| All | +89.2% | +669.0% | -579.8% | +47.8% |
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