+40.8%
ETSY vs CART
+135.4%
-94.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.7% |
| 7D | -1.0% | +1.3% | -2.3% | -1.3% |
| 30D | +7.3% | +19.2% | -11.9% | +3.7% |
| 3M | +10.3% | +17.6% | -7.2% | +6.9% |
| 6M | +55.1% | +47.4% | +7.7% | +44.7% |
| YTD | +60.5% | +30.9% | +29.7% | +51.4% |
| 1Y | +52.2% | +46.0% | +6.2% | +41.4% |
| 3Y | +40.8% | +130.3% | -89.5% | +12.8% |
| All | +40.8% | +135.4% | -94.6% | +12.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling