+304.7%
HD vs ETSY
+187.1%
+117.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | 0.0% |
| 7D | +1.5% | -1.0% | +2.6% | +1.7% |
| 30D | +18.0% | +7.3% | +10.7% | +16.8% |
| 3M | +2.8% | +10.3% | -7.5% | +1.1% |
| 6M | +17.0% | +55.1% | -38.1% | +9.4% |
| YTD | +3.5% | +60.5% | -57.0% | -4.4% |
| 1Y | -2.6% | +52.2% | -54.8% | -9.4% |
| 3Y | +30.7% | +40.8% | -10.1% | +19.0% |
| 5Y | +6.2% | -67.3% | +73.5% | +12.5% |
| 10Y | +242.7% | +659.4% | -416.7% | +157.8% |
| All | +304.7% | +187.1% | +117.6% | +206.2% |
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