-67.1%
ETSY vs CASY
+234.8%
-302.0%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -14.2% | +12.0% | +1.9% |
| 7D | -12.9% | -16.5% | +3.6% | -8.5% |
| 30D | -11.5% | -26.4% | +14.9% | -3.6% |
| 3M | +3.5% | -17.3% | +20.8% | +7.1% |
| 6M | +27.6% | -5.2% | +32.8% | +23.9% |
| YTD | +28.4% | +14.1% | +14.3% | +15.7% |
| 1Y | +27.1% | +16.6% | +10.5% | +13.2% |
| 3Y | +6.0% | +163.7% | -157.7% | -39.2% |
| 5Y | -67.1% | +231.3% | -298.4% | -85.1% |
| All | -67.1% | +234.8% | -302.0% | -85.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 5y: compounded portfolio wealth divided by compounded CASY 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…
5y analysis · Full analysis span regression · 6 months rolling