+251.7%
CB vs ETSY
+650.4%
-398.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.3% | +1.0% |
| 7D | +2.9% | -1.0% | +4.0% | +3.0% |
| 30D | +7.3% | +7.3% | 0.0% | +6.9% |
| 3M | +9.4% | +10.3% | -0.9% | +8.8% |
| 6M | +19.6% | +55.1% | -35.4% | +16.9% |
| YTD | +21.5% | +60.5% | -39.1% | +18.1% |
| 1Y | +28.0% | +52.2% | -24.2% | +24.7% |
| 3Y | +74.9% | +40.8% | +34.1% | +68.9% |
| 5Y | +108.1% | -67.3% | +175.4% | +111.3% |
| All | +251.7% | +650.4% | -398.8% | +207.0% |
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