+209.0%
PH vs ETSY
-67.3%
+276.4%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.4% |
| 7D | +4.1% | -1.0% | +5.2% | +4.3% |
| 30D | -0.1% | +7.3% | -7.4% | -1.6% |
| 3M | -9.6% | +10.3% | -19.9% | -11.7% |
| 6M | +8.5% | +55.1% | -46.5% | -1.1% |
| YTD | +9.4% | +60.5% | -51.1% | -2.0% |
| 1Y | +14.2% | +52.2% | -38.0% | +3.2% |
| 3Y | +134.0% | +40.8% | +93.2% | +104.7% |
| All | +209.0% | -67.3% | +276.4% | +215.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling