+9.8%
ETSY vs HDB
-30.2%
+40.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.8% | -0.5% | -1.8% |
| 7D | -12.9% | -4.9% | -8.0% | -11.8% |
| 30D | -11.5% | -5.8% | -5.6% | -10.1% |
| 3M | +3.5% | -5.2% | +8.7% | +4.4% |
| 6M | +27.6% | -25.7% | +53.3% | +35.9% |
| YTD | +28.4% | -39.6% | +68.0% | +43.1% |
| 1Y | +27.1% | -36.9% | +64.0% | +39.8% |
| All | +9.8% | -30.2% | +40.1% | +19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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