+394.0%
CAH vs ETSY
-66.2%
+460.2%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.6% | -2.2% | -0.7% |
| 7D | -5.1% | -4.9% | -0.2% | -5.0% |
| 30D | +0.2% | -8.6% | +8.8% | +0.4% |
| 3M | +6.3% | +4.8% | +1.5% | +6.1% |
| 6M | +9.4% | +38.1% | -28.7% | +8.4% |
| YTD | +15.0% | +31.2% | -16.3% | +14.0% |
| 1Y | +55.4% | +22.1% | +33.3% | +54.0% |
| 3Y | +173.8% | +12.2% | +161.6% | +169.3% |
| All | +394.0% | -66.2% | +460.2% | +382.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling