+109.2%
USB vs ETSY
+195.3%
-86.0%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.9% | +2.8% | -1.6% |
| 7D | -1.5% | -0.1% | -1.4% | -1.5% |
| 30D | +4.3% | +28.2% | -23.9% | +1.7% |
| 3M | -6.1% | +6.6% | -12.7% | -6.9% |
| 6M | +9.4% | +45.4% | -36.0% | +4.9% |
| YTD | +15.2% | +65.1% | -49.9% | +8.6% |
| 1Y | +32.8% | +51.8% | -19.1% | +26.1% |
| 3Y | +91.3% | +40.3% | +51.0% | +79.7% |
| 5Y | +22.7% | -64.8% | +87.5% | +24.3% |
| 10Y | +97.0% | +699.4% | -602.3% | +48.8% |
| All | +109.2% | +195.3% | -86.0% | +57.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling