+155.0%
ETSY vs CASY
+819.9%
-664.9%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.3% | -6.4% | -6.6% |
| 7D | -8.5% | +0.1% | -8.6% | -8.5% |
| 30D | -10.9% | -11.3% | +0.5% | -7.5% |
| 3M | +14.1% | -0.6% | +14.8% | +12.4% |
| 6M | +37.5% | +10.7% | +26.8% | +29.0% |
| YTD | +38.0% | +37.1% | +0.9% | +19.6% |
| 1Y | +46.5% | +52.3% | -5.8% | +21.8% |
| 3Y | +2.5% | +215.2% | -212.7% | -37.8% |
| 5Y | -65.3% | +276.5% | -341.8% | -80.6% |
| 10Y | +451.6% | +508.4% | -56.7% | +147.4% |
| All | +155.0% | +819.9% | -664.9% | +9.8% |
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