+228.7%
AWK vs ETSY
+134.9%
+93.8%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.8% | +4.6% | +0.2% |
| 7D | +2.2% | -10.9% | +13.1% | +3.1% |
| 30D | +4.4% | -14.9% | +19.3% | +5.7% |
| 3M | +15.4% | +5.8% | +9.6% | +14.7% |
| 6M | +3.5% | +29.1% | -25.6% | +1.0% |
| YTD | +9.8% | +31.3% | -21.5% | +6.7% |
| 1Y | +3.0% | +25.1% | -22.1% | 0.0% |
| 3Y | +9.7% | +8.5% | +1.2% | +6.1% |
| 5Y | -17.2% | -66.1% | +48.9% | -15.0% |
| 10Y | +126.1% | +410.3% | -284.2% | +94.3% |
| All | +228.7% | +134.9% | +93.8% | +180.8% |
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