+1,547.2%
HWM vs ETSY
+446.1%
+1,101.1%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.6% | -2.6% | -2.1% |
| 7D | -12.5% | -12.7% | +0.2% | -11.0% |
| 30D | -19.0% | -9.9% | -9.1% | -18.0% |
| 3M | -8.6% | +4.2% | -12.8% | -9.3% |
| 6M | -10.2% | +34.2% | -44.3% | -14.0% |
| YTD | +11.3% | +29.1% | -17.8% | +6.6% |
| 1Y | +24.3% | +23.8% | +0.4% | +18.6% |
| 3Y | +382.3% | +6.6% | +375.6% | +356.6% |
| 5Y | +640.6% | -67.0% | +707.6% | +677.2% |
| All | +1,547.2% | +446.1% | +1,101.1% | +938.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling