+40.8%
ETSY vs HDB
-7.5%
+48.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.7% |
| 7D | -1.0% | +2.7% | -3.8% | -1.7% |
| 30D | +7.3% | +14.1% | -6.8% | +3.8% |
| 3M | +10.3% | +11.8% | -1.5% | +7.1% |
| 6M | +55.1% | +8.2% | +46.9% | +50.9% |
| YTD | +60.5% | -29.3% | +89.8% | +70.3% |
| 1Y | +52.2% | -28.8% | +81.0% | +61.0% |
| 3Y | +40.8% | -7.5% | +48.3% | +35.6% |
| All | +40.8% | -7.5% | +48.3% | +35.6% |
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