+105.6%
HST vs ETSY
+187.1%
-81.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.2% |
| 7D | +3.6% | -1.0% | +4.6% | +3.7% |
| 30D | +11.2% | +7.3% | +3.9% | +10.1% |
| 3M | +13.1% | +10.3% | +2.8% | +11.4% |
| 6M | +23.9% | +55.1% | -31.1% | +16.8% |
| YTD | +52.3% | +60.5% | -8.2% | +42.1% |
| 1Y | +56.7% | +52.2% | +4.5% | +47.1% |
| 3Y | +87.5% | +40.8% | +46.7% | +73.5% |
| 5Y | +82.8% | -67.3% | +150.1% | +88.6% |
| 10Y | +134.6% | +659.4% | -524.8% | +60.5% |
| All | +105.6% | +187.1% | -81.5% | +38.8% |
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 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