+178.3%
CHRW vs ETSY
+431.9%
-253.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.4% | +0.1% |
| 7D | +3.5% | -4.9% | +8.4% | +3.9% |
| 30D | +4.6% | -8.6% | +13.2% | +5.3% |
| 3M | -19.7% | +4.8% | -24.5% | -20.2% |
| 6M | -12.4% | +38.1% | -50.5% | -15.2% |
| YTD | -3.9% | +31.2% | -35.1% | -6.8% |
| 1Y | +18.4% | +22.1% | -3.7% | +14.8% |
| 3Y | +88.8% | +12.2% | +76.6% | +80.2% |
| 5Y | +93.5% | -66.5% | +160.0% | +100.8% |
| All | +178.3% | +431.9% | -253.6% | +120.5% |
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 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