+25.6%
HYG vs ETSY
+8.1%
+17.5%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.6% | -1.7% | -0.1% |
| 7D | -0.7% | -4.9% | +4.2% | -0.6% |
| 30D | -0.7% | -8.6% | +7.9% | -0.5% |
| 3M | -0.2% | +4.8% | -5.0% | -0.4% |
| 6M | +1.4% | +38.1% | -36.7% | +0.1% |
| YTD | +1.5% | +31.2% | -29.8% | +0.2% |
| 1Y | +2.9% | +22.1% | -19.2% | +1.6% |
| 3Y | +25.6% | +12.2% | +13.4% | +22.0% |
| All | +25.6% | +8.1% | +17.5% | +22.0% |
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