+262.4%
CAH vs ETSY
+129.6%
+132.8%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.2% | +2.0% | -0.1% |
| 7D | -2.2% | -12.9% | +10.6% | -1.4% |
| 30D | +1.2% | -11.5% | +12.6% | +1.9% |
| 3M | +13.1% | +3.5% | +9.6% | +12.7% |
| 6M | +8.5% | +27.6% | -19.2% | +6.4% |
| YTD | +17.6% | +28.4% | -10.8% | +15.1% |
| 1Y | +60.7% | +27.1% | +33.6% | +56.5% |
| 3Y | +183.2% | +6.0% | +177.1% | +174.9% |
| 5Y | +402.2% | -67.1% | +469.3% | +418.1% |
| 10Y | +302.3% | +421.9% | -119.6% | +221.9% |
| All | +262.4% | +129.6% | +132.8% | +178.7% |
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