-1.3%
CMS vs ETSY
+47.8%
-49.1%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -6.7% | +6.5% | -0.1% |
| 7D | +0.4% | -8.5% | +8.8% | +0.4% |
| 30D | -3.6% | -10.9% | +7.3% | -3.5% |
| 3M | -1.9% | +14.1% | -16.0% | -1.7% |
| 6M | -11.0% | +37.5% | -48.5% | -11.0% |
| YTD | +0.2% | +38.0% | -37.8% | +0.1% |
| 1Y | -1.3% | +46.5% | -47.9% | -0.6% |
| All | -1.3% | +47.8% | -49.1% | -0.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling