+3.9%
CI vs ETSY
+4.9%
-1.1%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.8% | +3.0% | -1.3% |
| 7D | -2.0% | -10.9% | +8.9% | -0.8% |
| 30D | -1.8% | -14.9% | +13.1% | -0.2% |
| 3M | -4.2% | +5.8% | -10.0% | -4.9% |
| 6M | +2.7% | +29.1% | -26.4% | -0.4% |
| YTD | +1.9% | +31.3% | -29.4% | -1.5% |
| 1Y | -6.3% | +25.1% | -31.4% | -9.0% |
| 3Y | +3.9% | +8.5% | -4.6% | +4.6% |
| All | +3.9% | +4.9% | -1.1% | +4.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling