+100.6%
CB vs ETSY
-66.4%
+167.0%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.2% | -0.3% |
| 7D | -1.5% | -4.3% | +2.8% | -1.3% |
| 30D | +6.5% | +15.3% | -8.8% | +5.7% |
| 3M | +4.1% | +3.4% | +0.7% | +3.7% |
| 6M | +14.4% | +37.4% | -23.0% | +12.3% |
| YTD | +17.5% | +59.5% | -42.0% | +14.1% |
| 1Y | +27.5% | +49.7% | -22.1% | +24.2% |
| 3Y | +71.6% | +42.6% | +29.0% | +64.7% |
| 5Y | +100.6% | -65.8% | +166.4% | +95.0% |
| All | +100.6% | -66.4% | +167.0% | +95.0% |
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 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