+238.9%
CRM vs ETSY
+431.9%
-193.0%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.6% | +0.3% | +1.5% |
| 7D | -4.4% | -4.9% | +0.5% | -3.2% |
| 30D | +28.1% | -8.6% | +36.8% | +31.0% |
| 3M | +48.8% | +4.8% | +44.0% | +46.6% |
| 6M | +28.3% | +38.1% | -9.8% | +17.6% |
| YTD | -6.0% | +31.2% | -37.3% | -13.3% |
| 1Y | +1.4% | +22.1% | -20.7% | -6.0% |
| 3Y | +11.8% | +12.2% | -0.4% | +0.7% |
| 5Y | -2.0% | -66.5% | +64.5% | +11.5% |
| All | +238.9% | +431.9% | -193.0% | +116.8% |
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