+424.6%
ETSY vs HRB
+209.1%
+215.4%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.5% | +1.1% | +1.5% |
| 7D | -4.9% | -8.0% | +3.1% | -2.9% |
| 30D | -8.6% | -16.0% | +7.3% | -4.7% |
| 3M | +4.8% | +26.9% | -22.1% | -1.5% |
| 6M | +38.1% | +51.1% | -13.0% | +23.2% |
| YTD | +31.2% | +7.1% | +24.2% | +27.3% |
| 1Y | +22.1% | -9.6% | +31.7% | +23.3% |
| 3Y | +12.2% | +25.4% | -13.2% | +3.0% |
| 5Y | -66.5% | +114.9% | -181.4% | -72.6% |
| All | +424.6% | +209.1% | +215.4% | +279.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 10y: compounded portfolio wealth divided by compounded HRB 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…
10y analysis · Full analysis span regression · 6 months rolling