+15.7%
GEHC vs ETSY
+60.7%
-45.0%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +7.1% | -0.7% | +5.7% |
| 7D | +13.2% | +4.2% | +9.0% | +12.6% |
| 30D | +30.6% | +35.8% | -5.2% | +27.9% |
| 3M | +22.2% | +11.4% | +10.9% | +20.9% |
| 6M | +40.8% | +50.3% | -9.5% | +37.1% |
| YTD | +4.8% | +73.6% | -68.8% | +0.8% |
| 1Y | +15.7% | +65.2% | -49.4% | +11.9% |
| All | +15.7% | +60.7% | -45.0% | +11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ETSY.
Daily Out/Under-Performance
Portfolio return minus ETSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETSY 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 ETSY 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