+256.0%
PH vs ETSY
-67.5%
+323.5%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.2% | +1.6% | -0.3% |
| 7D | 0.0% | -12.9% | +12.9% | +2.4% |
| 30D | -10.3% | -11.5% | +1.2% | -8.5% |
| 3M | +5.1% | +3.5% | +1.5% | +3.7% |
| 6M | +2.3% | +27.6% | -25.3% | -3.6% |
| YTD | +8.7% | +28.4% | -19.7% | +1.7% |
| 1Y | +26.8% | +27.1% | -0.3% | +16.9% |
| 3Y | +139.2% | +6.0% | +133.1% | +121.0% |
| All | +256.0% | -67.5% | +323.5% | +290.0% |
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 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