+287.5%
CAH vs ETSY
+431.9%
-144.4%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.6% | -2.2% | -0.7% |
| 7D | -5.1% | -4.9% | -0.2% | -4.8% |
| 30D | +0.2% | -8.6% | +8.8% | +0.7% |
| 3M | +6.3% | +4.8% | +1.5% | +5.8% |
| 6M | +9.4% | +38.1% | -28.7% | +6.7% |
| YTD | +15.0% | +31.2% | -16.3% | +12.3% |
| 1Y | +55.4% | +22.1% | +33.3% | +51.8% |
| 3Y | +173.8% | +12.2% | +161.6% | +164.4% |
| 5Y | +395.2% | -66.5% | +461.7% | +412.9% |
| All | +287.5% | +431.9% | -144.4% | +204.9% |
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 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