+111.9%
HAL vs ETSY
-66.8%
+178.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.2% | +3.1% | +1.1% |
| 7D | -1.3% | -12.9% | +11.6% | -0.3% |
| 30D | +10.9% | -11.5% | +22.3% | +11.8% |
| 3M | -5.8% | +3.5% | -9.4% | -6.5% |
| 6M | +8.1% | +27.6% | -19.5% | +5.1% |
| YTD | +33.2% | +28.4% | +4.8% | +29.1% |
| 1Y | +74.2% | +27.1% | +47.1% | +68.1% |
| 3Y | -3.7% | +6.0% | -9.7% | -7.6% |
| 5Y | +111.9% | -67.1% | +179.0% | +110.9% |
| All | +111.9% | -66.8% | +178.7% | +110.9% |
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 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