+500.9%
EWT vs ETSY
+134.7%
+366.2%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.6% | +0.2% | +1.6% |
| 7D | -1.1% | -4.9% | +3.8% | -0.6% |
| 30D | +4.5% | -8.6% | +13.1% | +5.4% |
| 3M | +8.3% | +4.8% | +3.5% | +7.2% |
| 6M | +54.2% | +38.1% | +16.1% | +47.6% |
| YTD | +74.6% | +31.2% | +43.3% | +67.5% |
| 1Y | +84.9% | +22.1% | +62.8% | +77.7% |
| 3Y | +197.5% | +12.2% | +185.3% | +182.6% |
| 5Y | +150.6% | -66.5% | +217.1% | +161.3% |
| 10Y | +516.1% | +433.4% | +82.6% | +365.9% |
| All | +500.9% | +134.7% | +366.2% | +360.4% |
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