+194.5%
ETSY vs CASY
+769.7%
-575.2%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.2% | -0.1% | +1.4% |
| 7D | -8.2% | +5.8% | -14.0% | -9.9% |
| 30D | +14.8% | +10.7% | +4.1% | +11.0% |
| 3M | +11.2% | -13.9% | +25.0% | +15.9% |
| 6M | +47.6% | -18.4% | +66.0% | +54.6% |
| YTD | +59.4% | +29.6% | +29.7% | +39.8% |
| 1Y | +38.6% | +32.8% | +5.8% | +20.3% |
| 3Y | +39.7% | +162.3% | -122.5% | -9.3% |
| 5Y | -65.1% | +265.0% | -330.2% | -80.4% |
| 10Y | +653.8% | +555.4% | +98.5% | +235.4% |
| All | +194.5% | +769.7% | -575.2% | +28.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling