+3.2%
HAL vs ETSY
+423.3%
-420.1%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.6% | -3.4% | -2.9% |
| 7D | -3.3% | -12.7% | +9.5% | -1.8% |
| 30D | +7.2% | -9.9% | +17.1% | +8.3% |
| 3M | -8.8% | +4.2% | -13.0% | -9.7% |
| 6M | +3.0% | +34.2% | -31.2% | -1.5% |
| YTD | +29.4% | +29.1% | +0.3% | +23.9% |
| 1Y | +62.8% | +23.8% | +39.0% | +55.6% |
| 3Y | -6.4% | +6.6% | -13.1% | -11.1% |
| 5Y | +103.6% | -67.0% | +170.6% | +113.7% |
| All | +3.2% | +423.3% | -420.1% | -32.0% |
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