+782.8%
PH vs ETSY
+423.3%
+359.5%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.6% | -2.2% | -1.7% |
| 7D | -3.1% | -12.7% | +9.6% | -0.9% |
| 30D | -11.8% | -9.9% | -1.9% | -10.3% |
| 3M | +6.9% | +4.2% | +2.8% | +5.5% |
| 6M | -1.3% | +34.2% | -35.5% | -7.4% |
| YTD | +7.0% | +29.1% | -22.2% | +0.4% |
| 1Y | +23.1% | +23.8% | -0.7% | +15.0% |
| 3Y | +135.4% | +6.6% | +128.7% | +119.5% |
| 5Y | +250.3% | -67.0% | +317.4% | +278.9% |
| All | +782.8% | +423.3% | +359.5% | +513.1% |
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