+390.3%
HWM vs ETSY
+5.8%
+384.5%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.2% | +2.7% | +0.6% |
| 7D | -8.0% | -12.9% | +4.8% | -7.2% |
| 30D | -18.0% | -11.5% | -6.6% | -17.3% |
| 3M | -9.5% | +3.5% | -13.0% | -9.9% |
| 6M | -8.4% | +27.6% | -36.0% | -10.5% |
| YTD | +13.6% | +28.4% | -14.8% | +10.7% |
| 1Y | +30.2% | +27.1% | +3.2% | +26.0% |
| All | +390.3% | +5.8% | +384.5% | +345.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling