+610.2%
HWM vs ETSY
-64.9%
+675.1%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.1% | +0.1% | +2.0% |
| 7D | +5.0% | -8.2% | +13.2% | +6.0% |
| 30D | +1.5% | +14.8% | -13.3% | -0.4% |
| 3M | -20.3% | +11.2% | -31.5% | -21.6% |
| 6M | -18.0% | +47.6% | -65.6% | -22.4% |
| YTD | +9.5% | +59.4% | -49.9% | +1.8% |
| 1Y | +7.5% | +38.6% | -31.1% | +1.7% |
| 3Y | +355.7% | +39.7% | +315.9% | +312.2% |
| 5Y | +610.2% | -65.1% | +675.3% | +588.5% |
| All | +610.2% | -64.9% | +675.1% | +588.5% |
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