+831.1%
PH vs ETSY
+187.1%
+644.0%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -1.4% |
| 3M | -9.6% | +10.3% | -19.9% | -11.4% |
| 6M | +8.5% | +55.1% | -46.5% | +0.3% |
| YTD | +9.4% | +60.5% | -51.1% | -0.3% |
| 1Y | +14.2% | +52.2% | -38.0% | +4.9% |
| 3Y | +134.0% | +40.8% | +93.2% | +110.5% |
| 5Y | +203.8% | -67.3% | +271.1% | +223.1% |
| 10Y | +695.6% | +659.4% | +36.2% | +456.6% |
| All | +831.1% | +187.1% | +644.0% | +558.2% |
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