-3.5%
GEHC vs ETSY
+8.1%
-11.7%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.6% | -2.1% | -0.7% |
| 7D | -7.2% | -4.9% | -2.3% | -6.5% |
| 30D | -11.6% | -8.6% | -2.9% | -10.5% |
| 3M | -0.8% | +4.8% | -5.6% | -1.9% |
| 6M | -11.9% | +38.1% | -50.0% | -17.2% |
| YTD | -21.9% | +31.2% | -53.2% | -26.3% |
| 1Y | -17.8% | +22.1% | -39.9% | -22.5% |
| 3Y | -3.5% | +12.2% | -15.8% | -13.9% |
| All | -3.5% | +8.1% | -11.7% | -13.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling