+289.4%
HPE vs ETSY
+8.1%
+281.3%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | +1.6% | +10.8% | +12.2% |
| 7D | +19.4% | -4.9% | +24.3% | +20.3% |
| 30D | +5.6% | -8.6% | +14.2% | +7.0% |
| 3M | +33.1% | +4.8% | +28.3% | +30.6% |
| 6M | +192.5% | +38.1% | +154.4% | +172.2% |
| YTD | +160.9% | +31.2% | +129.7% | +144.0% |
| 1Y | +155.0% | +22.1% | +132.9% | +138.2% |
| 3Y | +289.4% | +12.2% | +277.2% | +238.2% |
| All | +289.4% | +8.1% | +281.3% | +238.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling