+228.7%
HL vs ETSY
-66.2%
+294.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.6% | -2.8% | -1.5% |
| 7D | -4.4% | -4.9% | +0.5% | -3.5% |
| 30D | +9.3% | -8.6% | +17.9% | +11.0% |
| 3M | +32.0% | +4.8% | +27.2% | +30.0% |
| 6M | -6.4% | +38.1% | -44.5% | -13.4% |
| YTD | +3.1% | +31.2% | -28.1% | -3.9% |
| 1Y | +77.6% | +22.1% | +55.5% | +65.0% |
| 3Y | +392.8% | +12.2% | +380.6% | +354.5% |
| All | +228.7% | -66.2% | +294.9% | +241.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling