-14.9%
HAL vs ETSY
+650.4%
-665.3%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.8% | +2.3% | +3.0% |
| 7D | +6.1% | -1.0% | +7.1% | +6.2% |
| 30D | +2.9% | +7.3% | -4.4% | +1.9% |
| 3M | +3.3% | +10.3% | -7.0% | +1.8% |
| 6M | -16.9% | +55.1% | -72.0% | -21.7% |
| YTD | +21.2% | +60.5% | -39.4% | +12.9% |
| 1Y | +27.5% | +52.2% | -24.6% | +19.5% |
| 3Y | -6.4% | +40.8% | -47.2% | -14.0% |
| 5Y | +58.0% | -67.3% | +125.3% | +67.5% |
| All | -14.9% | +650.4% | -665.3% | -46.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling