+142.3%
CI vs ETSY
+423.3%
-281.0%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.6% | +0.4% | +0.9% |
| 7D | -1.3% | -12.7% | +11.4% | 0.0% |
| 30D | +3.1% | -9.9% | +13.1% | +4.1% |
| 3M | -4.5% | +4.2% | -8.7% | -5.0% |
| 6M | +8.3% | +34.2% | -25.9% | +4.7% |
| YTD | +3.8% | +29.1% | -25.3% | +0.5% |
| 1Y | -5.0% | +23.8% | -28.8% | -8.0% |
| 3Y | +5.8% | +6.6% | -0.9% | +2.2% |
| 5Y | +50.6% | -67.0% | +117.6% | +56.8% |
| All | +142.3% | +423.3% | -281.0% | +85.5% |
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