+76.2%
HST vs ETSY
+146.8%
-70.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -6.7% | +7.0% | +1.1% |
| 7D | -1.0% | -8.5% | +7.4% | 0.0% |
| 30D | -12.3% | -10.9% | -1.4% | -11.1% |
| 3M | -6.4% | +14.1% | -20.5% | -8.1% |
| 6M | +15.0% | +37.5% | -22.5% | +10.0% |
| YTD | +30.5% | +38.0% | -7.5% | +24.3% |
| 1Y | +35.7% | +46.5% | -10.9% | +27.3% |
| 3Y | +68.4% | +2.5% | +65.9% | +61.9% |
| 5Y | +73.1% | -65.3% | +138.4% | +78.9% |
| 10Y | +92.7% | +451.6% | -358.9% | +36.6% |
| All | +76.2% | +146.8% | -70.6% | +21.4% |
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