+39.8%
ETSY vs CAPR
+299.3%
-259.5%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +26.5% | -24.4% | +2.0% |
| 7D | -8.2% | +25.8% | -34.0% | -8.3% |
| 30D | +14.8% | +50.2% | -35.4% | +14.6% |
| 3M | +11.2% | +185.5% | -174.3% | +10.5% |
| 6M | +47.6% | -64.8% | +112.4% | +47.7% |
| YTD | +59.4% | -61.1% | +120.5% | +59.3% |
| 1Y | +38.6% | +81.0% | -42.4% | +36.4% |
| All | +39.8% | +299.3% | -259.5% | +18.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 CAPR 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