-65.5%
ETSY vs SWK
-25.5%
-40.1%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.4% | -1.5% |
| 7D | +1.1% | +11.0% | -9.9% | -4.7% |
| 30D | +25.8% | +30.1% | -4.3% | +8.7% |
| 3M | +9.3% | +14.7% | -5.3% | +1.0% |
| 6M | +38.4% | +44.5% | -6.1% | +11.4% |
| YTD | +62.2% | +59.4% | +2.8% | +21.4% |
| 1Y | +58.3% | +77.5% | -19.2% | +10.8% |
| 3Y | +42.6% | +49.5% | -6.9% | +4.2% |
| All | -65.5% | -25.5% | -40.1% | -60.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 SWK 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