+7.7%
GEHC vs ETSY
-44.3%
+52.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.6% | -2.0% | -1.5% |
| 7D | -7.9% | -12.7% | +4.9% | -6.0% |
| 30D | -11.7% | -9.9% | -1.8% | -10.4% |
| 3M | +0.8% | +4.2% | -3.4% | -0.2% |
| 6M | -11.6% | +34.2% | -45.8% | -16.7% |
| YTD | -21.6% | +29.1% | -50.7% | -25.9% |
| 1Y | -15.3% | +23.8% | -39.1% | -20.5% |
| 3Y | -0.5% | +6.6% | -7.1% | -8.5% |
| All | +7.7% | -44.3% | +52.1% | +11.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling