+65.2%
ETSY vs PHM
+16.2%
+49.0%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +7.2% | -0.1% | +4.2% |
| 7D | +4.2% | +13.6% | -9.4% | -0.8% |
| 30D | +35.8% | +19.3% | +16.5% | +26.5% |
| 3M | +11.4% | +3.5% | +7.9% | +9.3% |
| 6M | +50.3% | +18.6% | +31.7% | +41.0% |
| YTD | +73.6% | +16.7% | +56.9% | +58.8% |
| 1Y | +65.2% | +14.6% | +50.5% | +49.8% |
| All | +65.2% | +16.2% | +49.0% | +49.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM 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 1y: compounded portfolio wealth divided by compounded PHM 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…
1y analysis · Full analysis span regression · 6 months rolling