-65.2%
ETSY vs HAS
+51.6%
-116.8%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.7% | -2.9% | -2.5% |
| 7D | -3.7% | +3.3% | -7.0% | -5.1% |
| 30D | +12.8% | +30.5% | -17.8% | -0.6% |
| 3M | +7.6% | +29.9% | -22.3% | -5.0% |
| 6M | +34.4% | +26.5% | +7.8% | +18.9% |
| YTD | +56.0% | +51.9% | +4.1% | +22.9% |
| 1Y | +43.6% | +60.9% | -17.3% | +9.4% |
| 3Y | +36.8% | +215.0% | -178.2% | -36.6% |
| 5Y | -65.2% | +51.5% | -116.7% | -67.1% |
| All | -65.2% | +51.6% | -116.8% | -67.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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