+83.6%
USB vs ETSY
+676.4%
-592.8%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.1% | -2.2% | -0.3% |
| 7D | -0.5% | -8.2% | +7.7% | +0.3% |
| 30D | +5.7% | +14.8% | -9.1% | +4.1% |
| 3M | -4.7% | +11.2% | -15.9% | -6.0% |
| 6M | +13.4% | +47.6% | -34.2% | +8.3% |
| YTD | +17.0% | +59.4% | -42.4% | +10.2% |
| 1Y | +32.4% | +38.6% | -6.2% | +26.5% |
| 3Y | +101.7% | +39.7% | +62.0% | +88.6% |
| 5Y | +24.4% | -65.1% | +89.6% | +25.7% |
| 10Y | +83.6% | +653.8% | -570.3% | +43.7% |
| All | +83.6% | +676.4% | -592.8% | +43.7% |
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