-66.1%
ETSY vs HAS
+10.2%
-76.3%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -2.4% | -2.4% | -3.7% |
| 7D | -10.9% | -3.1% | -7.8% | -9.6% |
| 30D | -14.9% | -2.7% | -12.2% | -13.8% |
| 3M | +5.8% | +8.9% | -3.1% | +1.1% |
| 6M | +29.1% | -2.9% | +32.0% | +28.5% |
| YTD | +31.3% | +12.6% | +18.7% | +19.5% |
| 1Y | +25.1% | +17.5% | +7.7% | +11.2% |
| 3Y | +8.5% | +46.2% | -37.7% | -18.0% |
| 5Y | -66.1% | +12.6% | -78.7% | -63.4% |
| All | -66.1% | +10.2% | -76.3% | -63.4% |
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