+1,773.8%
HWM vs ETSY
+483.6%
+1,290.2%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -6.7% | +6.3% | +0.3% |
| 7D | -2.1% | -8.5% | +6.4% | -1.1% |
| 30D | -11.0% | -10.9% | -0.1% | -9.9% |
| 3M | +4.0% | +14.1% | -10.1% | +2.0% |
| 6M | -0.2% | +37.5% | -37.7% | -4.9% |
| YTD | +26.7% | +38.0% | -11.4% | +20.3% |
| 1Y | +44.7% | +46.5% | -1.8% | +35.1% |
| 3Y | +426.1% | +2.5% | +423.6% | +401.0% |
| 5Y | +738.5% | -65.3% | +803.8% | +774.1% |
| All | +1,773.8% | +483.6% | +1,290.2% | +1,071.1% |
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