+142.8%
CI vs ETSY
+650.4%
-507.7%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | +0.2% |
| 7D | +1.2% | -1.0% | +2.2% | +1.3% |
| 30D | +2.6% | +7.3% | -4.8% | +1.8% |
| 3M | +7.4% | +10.3% | -2.9% | +6.2% |
| 6M | -0.1% | +55.1% | -55.2% | -4.7% |
| YTD | +9.7% | +60.5% | -50.8% | +3.8% |
| 1Y | +12.1% | +52.2% | -40.1% | +6.6% |
| 3Y | +7.0% | +40.8% | -33.8% | +0.6% |
| 5Y | +49.7% | -67.3% | +117.0% | +57.0% |
| All | +142.8% | +650.4% | -507.7% | +72.2% |
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