+309.0%
CFG vs ETSY
+431.9%
-122.8%
-65.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.6% | -0.4% | +1.0% |
| 7D | -0.4% | -4.9% | +4.5% | +0.3% |
| 30D | -4.6% | -8.6% | +4.0% | -3.6% |
| 3M | +6.7% | +4.8% | +1.9% | +5.5% |
| 6M | +22.1% | +38.1% | -16.0% | +15.7% |
| YTD | +23.2% | +31.2% | -8.1% | +17.1% |
| 1Y | +40.3% | +22.1% | +18.2% | +33.8% |
| 3Y | +187.9% | +12.2% | +175.6% | +172.1% |
| 5Y | +102.0% | -66.5% | +168.4% | +110.6% |
| All | +309.0% | +431.9% | -122.8% | +198.3% |
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