+34.3%
ETSY vs CART
+39.2%
-4.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | 0.0% |
| 7D | -3.5% | +1.2% | -4.7% | -3.7% |
| 30D | +11.4% | +17.8% | -6.4% | +8.0% |
| 3M | +10.9% | +20.7% | -9.8% | +7.1% |
| 6M | +53.5% | +49.7% | +3.8% | +43.5% |
| YTD | +59.3% | +30.0% | +29.2% | +50.9% |
| 1Y | +38.2% | +48.4% | -10.2% | +28.6% |
| 3Y | +39.6% | +132.0% | -92.4% | +14.9% |
| All | +34.3% | +39.2% | -4.9% | +13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CART.
Daily Out/Under-Performance
Portfolio return minus CART return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CART 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 CART 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