+1,497.0%
HWM vs ETSY
+578.9%
+918.2%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.8% | -1.1% |
| 7D | +7.3% | -1.0% | +8.3% | +7.4% |
| 30D | +1.6% | +7.3% | -5.7% | +0.5% |
| 3M | -21.9% | +10.3% | -32.2% | -23.1% |
| 6M | -19.0% | +55.1% | -74.1% | -23.8% |
| YTD | +7.9% | +60.5% | -52.6% | +0.4% |
| 1Y | +9.9% | +52.2% | -42.3% | +2.9% |
| 3Y | +342.1% | +40.8% | +301.3% | +303.8% |
| 5Y | +600.8% | -67.3% | +668.1% | +637.2% |
| 10Y | +1,493.8% | +659.4% | +834.4% | +838.5% |
| All | +1,497.0% | +578.9% | +918.2% | +877.5% |
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 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