+33.0%
USB vs ETSY
+49.1%
-16.1%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.7% | +4.2% | +2.7% |
| 7D | +0.8% | -4.3% | +5.1% | +1.2% |
| 30D | +6.8% | +15.3% | -8.5% | +5.2% |
| 3M | -3.8% | +3.4% | -7.2% | -4.3% |
| 6M | +11.7% | +37.4% | -25.6% | +7.1% |
| YTD | +17.5% | +59.5% | -42.0% | +10.3% |
| All | +33.0% | +49.1% | -16.1% | +26.9% |
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