+641.7%
HWM vs ETSY
-66.0%
+707.7%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.7% | -4.8% | -5.9% | -10.1% |
| 7D | -9.2% | -10.9% | +1.8% | -7.9% |
| 30D | -17.9% | -14.9% | -3.0% | -16.4% |
| 3M | -6.0% | +5.8% | -11.8% | -7.0% |
| 6M | -7.4% | +29.1% | -36.5% | -10.9% |
| YTD | +13.1% | +31.3% | -18.2% | +8.1% |
| 1Y | +29.3% | +25.1% | +4.2% | +23.2% |
| 3Y | +389.9% | +8.5% | +381.4% | +359.8% |
| All | +641.7% | -66.0% | +707.7% | +627.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling