+1,123.7%
CAT vs ETSY
+423.3%
+700.4%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.6% | -1.9% | -1.4% |
| 7D | +0.6% | -12.7% | +13.3% | +2.0% |
| 30D | -4.5% | -9.9% | +5.4% | -3.7% |
| 3M | -5.8% | +4.2% | -10.0% | -6.6% |
| 6M | +12.7% | +34.2% | -21.4% | +8.3% |
| YTD | +41.4% | +29.1% | +12.2% | +35.9% |
| 1Y | +92.1% | +23.8% | +68.2% | +83.8% |
| 3Y | +197.5% | +6.6% | +190.8% | +183.7% |
| 5Y | +327.9% | -67.0% | +394.9% | +343.8% |
| All | +1,123.7% | +423.3% | +700.4% | +807.7% |
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 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