-3.4%
HAL vs ETSY
+146.8%
-150.2%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.7% | +6.1% | +0.2% |
| 7D | +2.9% | -8.5% | +11.4% | +3.9% |
| 30D | +17.0% | -10.9% | +27.9% | +18.3% |
| 3M | -9.7% | +14.1% | -23.8% | -11.4% |
| 6M | +8.6% | +37.5% | -28.9% | +3.8% |
| YTD | +33.0% | +38.0% | -5.0% | +26.6% |
| 1Y | +68.3% | +46.5% | +21.8% | +57.9% |
| 3Y | +0.1% | +2.5% | -2.4% | -4.2% |
| 5Y | +102.6% | -65.3% | +167.9% | +110.9% |
| 10Y | +3.8% | +451.6% | -447.8% | -31.1% |
| All | -3.4% | +146.8% | -150.2% | -41.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling