+108.1%
HST vs ETSY
+423.3%
-315.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | -0.1% | +0.4% |
| 7D | +0.7% | -12.7% | +13.4% | +2.4% |
| 30D | -0.7% | -9.9% | +9.3% | +0.6% |
| 3M | -4.0% | +4.2% | -8.2% | -4.7% |
| 6M | +20.7% | +34.2% | -13.5% | +15.5% |
| YTD | +31.0% | +29.1% | +1.9% | +25.6% |
| 1Y | +36.2% | +23.8% | +12.4% | +30.3% |
| 3Y | +66.6% | +6.6% | +60.0% | +59.2% |
| 5Y | +75.8% | -67.0% | +142.8% | +82.0% |
| All | +108.1% | +423.3% | -315.2% | +46.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling