+9.0%
HCA vs ETSY
+60.7%
-51.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | +7.1% | +3.2% | +9.8% |
| 7D | +10.2% | +4.2% | +6.0% | +9.9% |
| 30D | +17.4% | +35.8% | -18.3% | +16.0% |
| 3M | +27.7% | +11.4% | +16.3% | +26.7% |
| 6M | +20.0% | +50.3% | -30.3% | +19.0% |
| YTD | +10.0% | +73.6% | -63.6% | +10.0% |
| 1Y | +9.0% | +65.2% | -56.1% | +9.5% |
| All | +9.0% | +60.7% | -51.7% | +9.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling