+109.7%
USB vs ETSY
+441.1%
-331.4%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.7% | +6.5% | +0.4% |
| 7D | +1.4% | -8.5% | +9.9% | +2.4% |
| 30D | -1.3% | -10.9% | +9.6% | -0.2% |
| 3M | +15.2% | +14.1% | +1.1% | +13.3% |
| 6M | +18.8% | +37.5% | -18.7% | +14.2% |
| YTD | +21.0% | +38.0% | -17.0% | +16.0% |
| 1Y | +34.0% | +46.5% | -12.5% | +26.9% |
| 3Y | +95.3% | +2.5% | +92.8% | +88.6% |
| 5Y | +40.4% | -65.3% | +105.7% | +42.7% |
| All | +109.7% | +441.1% | -331.4% | +67.6% |
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