+307.7%
HD vs ETSY
+185.0%
+122.7%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.1% | -2.1% | -0.2% |
| 7D | -1.2% | -8.2% | +7.0% | +0.1% |
| 30D | +20.9% | +14.8% | +6.0% | +18.4% |
| 3M | -0.2% | +11.2% | -11.3% | -1.9% |
| 6M | +14.5% | +47.6% | -33.1% | +7.9% |
| YTD | +4.3% | +59.4% | -55.0% | -3.6% |
| 1Y | -3.5% | +38.6% | -42.1% | -9.1% |
| 3Y | +30.1% | +39.7% | -9.6% | +18.5% |
| 5Y | +8.5% | -65.1% | +73.6% | +14.0% |
| 10Y | +245.3% | +653.8% | -408.6% | +160.0% |
| All | +307.7% | +185.0% | +122.7% | +208.9% |
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