-65.8%
ETSY vs HRB
+114.1%
-179.8%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.5% | +1.1% | +1.5% |
| 7D | -4.9% | -8.0% | +3.1% | -2.4% |
| 30D | -8.6% | -16.0% | +7.3% | -3.5% |
| 3M | +4.8% | +26.9% | -22.1% | -3.4% |
| 6M | +38.1% | +51.1% | -13.0% | +18.8% |
| YTD | +31.2% | +7.1% | +24.2% | +27.5% |
| 1Y | +22.1% | -9.6% | +31.7% | +25.9% |
| 3Y | +12.2% | +25.4% | -13.2% | -2.9% |
| All | -65.8% | +114.1% | -179.8% | -74.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling