-39.7%
CAG vs ETSY
+8.1%
-47.8%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.6% | -2.3% | -0.8% |
| 7D | -5.7% | -4.9% | -0.8% | -5.4% |
| 30D | -2.4% | -8.6% | +6.2% | -1.8% |
| 3M | +9.8% | +4.8% | +5.0% | +9.6% |
| 6M | -10.8% | +38.1% | -48.9% | -12.6% |
| YTD | -10.8% | +31.2% | -42.1% | -12.5% |
| 1Y | -19.0% | +22.1% | -41.1% | -20.3% |
| 3Y | -39.7% | +12.2% | -51.9% | -41.4% |
| All | -39.7% | +8.1% | -47.8% | -41.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling