-20.3%
HCA vs ETSY
+36.9%
-57.2%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.6% | -0.3% | +1.2% |
| 7D | +5.4% | -4.9% | +10.3% | +6.0% |
| 30D | +3.0% | -8.6% | +11.6% | +3.9% |
| 3M | +13.0% | +4.8% | +8.2% | +12.0% |
| 6M | -20.3% | +38.1% | -58.3% | -24.7% |
| All | -20.3% | +36.9% | -57.2% | -24.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling