+81.3%
USB vs ETSY
+650.4%
-569.1%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | +0.8% |
| 7D | +2.6% | -1.0% | +3.6% | +2.7% |
| 30D | +8.4% | +7.3% | +1.1% | +7.5% |
| 3M | -5.5% | +10.3% | -15.9% | -6.8% |
| 6M | +17.7% | +55.1% | -37.3% | +11.8% |
| YTD | +17.6% | +60.5% | -43.0% | +10.7% |
| 1Y | +33.9% | +52.2% | -18.3% | +26.7% |
| 3Y | +103.8% | +40.8% | +63.0% | +90.5% |
| 5Y | +25.6% | -67.3% | +92.9% | +27.4% |
| All | +81.3% | +650.4% | -569.1% | +41.5% |
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