+46.5%
ETSY vs CHD
+7.1%
+39.5%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | 0.0% | -6.7% | -6.7% |
| 7D | -8.5% | -2.7% | -5.8% | -8.0% |
| 30D | -10.9% | -4.6% | -6.3% | -10.2% |
| 3M | +14.1% | +5.0% | +9.1% | +13.8% |
| 6M | +37.5% | -3.2% | +40.7% | +38.0% |
| YTD | +38.0% | +18.6% | +19.4% | +34.3% |
| 1Y | +46.5% | +4.8% | +41.7% | +46.2% |
| All | +46.5% | +7.1% | +39.5% | +46.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 1y: compounded portfolio wealth divided by compounded CHD 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…
1y analysis · Full analysis span regression · 6 months rolling