+91.7%
USB vs ETSY
+660.8%
-569.1%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.7% | +1.2% | -0.3% |
| 7D | 0.0% | +1.1% | -1.1% | -0.1% |
| 30D | +5.8% | +25.8% | -20.0% | +3.2% |
| 3M | -6.0% | +9.3% | -15.3% | -7.1% |
| 6M | +7.8% | +38.4% | -30.7% | +3.6% |
| YTD | +14.6% | +62.2% | -47.6% | +7.8% |
| 1Y | +31.8% | +58.3% | -26.6% | +24.1% |
| 3Y | +91.5% | +42.6% | +49.0% | +78.8% |
| 5Y | +22.0% | -65.4% | +87.5% | +23.2% |
| All | +91.7% | +660.8% | -569.1% | +51.2% |
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