+414.1%
CARR vs ETSY
+89.6%
+324.4%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.6% | -2.8% | -2.4% |
| 7D | -4.1% | -12.7% | +8.6% | -2.1% |
| 30D | -11.0% | -9.9% | -1.0% | -9.6% |
| 3M | -16.4% | +4.2% | -20.5% | -17.3% |
| 6M | -2.4% | +34.2% | -36.6% | -8.0% |
| YTD | +8.4% | +29.1% | -20.7% | +2.3% |
| 1Y | -8.0% | +23.8% | -31.8% | -13.7% |
| 3Y | +0.6% | +6.6% | -6.1% | -5.9% |
| 5Y | +7.7% | -67.0% | +74.8% | +12.9% |
| All | +414.1% | +89.6% | +324.4% | +314.8% |
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