+10.4%
ETSY vs HBM
+460.9%
-450.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -7.5% | +8.1% | +1.6% |
| 7D | -12.7% | -3.7% | -9.0% | -12.4% |
| 30D | -9.9% | -3.7% | -6.3% | -9.8% |
| 3M | +4.2% | +8.0% | -3.8% | +1.8% |
| 6M | +34.2% | +15.8% | +18.4% | +28.0% |
| YTD | +29.1% | +34.4% | -5.2% | +17.5% |
| 1Y | +23.8% | +98.2% | -74.3% | +2.5% |
| All | +10.4% | +460.9% | -450.4% | -31.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 3y: compounded portfolio wealth divided by compounded HBM 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…
3y analysis · Full analysis span regression · 6 months rolling