+837.8%
PH vs ETSY
+146.8%
+691.0%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -6.7% | +6.5% | +0.8% |
| 7D | -3.1% | -8.5% | +5.4% | -1.8% |
| 30D | -3.2% | -10.9% | +7.6% | -1.7% |
| 3M | +10.6% | +14.1% | -3.5% | +7.8% |
| 6M | -2.1% | +37.5% | -39.6% | -7.9% |
| YTD | +10.2% | +38.0% | -27.8% | +3.2% |
| 1Y | +28.2% | +46.5% | -18.3% | +17.5% |
| 3Y | +134.9% | +2.5% | +132.4% | +122.6% |
| 5Y | +253.6% | -65.3% | +318.9% | +274.7% |
| 10Y | +804.7% | +451.6% | +353.1% | +556.9% |
| All | +837.8% | +146.8% | +691.0% | +581.6% |
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