+40.0%
CVS vs ETSY
+431.9%
-391.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.6% | -2.3% | -0.8% |
| 7D | -2.2% | -4.9% | +2.8% | -1.9% |
| 30D | -0.1% | -8.6% | +8.6% | +0.4% |
| 3M | -5.2% | +4.8% | -10.0% | -5.6% |
| 6M | +26.9% | +38.1% | -11.2% | +24.0% |
| YTD | +22.1% | +31.2% | -9.2% | +19.5% |
| 1Y | +30.8% | +22.1% | +8.7% | +28.3% |
| 3Y | +54.4% | +12.2% | +42.1% | +50.2% |
| 5Y | +33.4% | -66.5% | +99.8% | +36.1% |
| All | +40.0% | +431.9% | -391.8% | +14.8% |
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