+484.4%
HCA vs ETSY
+130.9%
+353.5%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.7% | -0.2% |
| 7D | +2.9% | -12.7% | +15.7% | +4.3% |
| 30D | +2.4% | -9.9% | +12.3% | +3.3% |
| 3M | +13.0% | +4.2% | +8.9% | +12.4% |
| 6M | -21.4% | +34.2% | -55.6% | -24.0% |
| YTD | -9.5% | +29.1% | -38.6% | -12.5% |
| 1Y | +7.5% | +23.8% | -16.3% | +3.7% |
| 3Y | +57.6% | +6.6% | +51.0% | +51.4% |
| 5Y | +71.1% | -67.0% | +138.1% | +76.8% |
| 10Y | +498.8% | +424.9% | +73.9% | +372.0% |
| All | +484.4% | +130.9% | +353.5% | +353.6% |
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