+32.6%
USB vs ETSY
+45.9%
-13.3%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.2% | +1.9% | -0.1% |
| 7D | +1.4% | -3.7% | +5.2% | +1.9% |
| 30D | +6.4% | +12.8% | -6.3% | +5.1% |
| 3M | -4.5% | +7.6% | -12.1% | -5.4% |
| 6M | +11.4% | +34.4% | -23.0% | +7.0% |
| YTD | +17.1% | +56.0% | -38.9% | +10.2% |
| 1Y | +32.6% | +43.6% | -11.0% | +26.8% |
| All | +32.6% | +45.9% | -13.3% | +26.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling