+333.5%
CAT vs ETSY
-66.4%
+399.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.8% | +5.9% | +1.5% |
| 7D | +5.6% | -10.9% | +16.5% | +6.7% |
| 30D | -2.3% | -14.9% | +12.5% | -0.9% |
| 3M | -10.0% | +5.8% | -15.8% | -10.9% |
| 6M | +21.2% | +29.1% | -7.9% | +16.8% |
| YTD | +44.4% | +31.3% | +13.1% | +38.4% |
| 1Y | +96.3% | +25.1% | +71.2% | +87.0% |
| 3Y | +203.9% | +8.5% | +195.4% | +187.4% |
| 5Y | +333.5% | -66.1% | +399.6% | +322.5% |
| All | +333.5% | -66.4% | +399.9% | +322.5% |
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