+10.5%
SHW vs ETSY
-67.3%
+77.8%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.6% | -1.6% | -1.1% |
| 7D | -4.5% | -12.7% | +8.3% | -2.3% |
| 30D | -12.7% | -9.9% | -2.8% | -11.2% |
| 3M | +4.7% | +4.2% | +0.5% | +3.7% |
| 6M | -3.4% | +34.2% | -37.6% | -9.0% |
| YTD | -1.3% | +29.1% | -30.5% | -6.9% |
| 1Y | -10.4% | +23.8% | -34.2% | -15.8% |
| 3Y | +20.1% | +6.6% | +13.5% | +11.6% |
| 5Y | +10.5% | -67.0% | +77.5% | +13.7% |
| All | +10.5% | -67.3% | +77.8% | +13.7% |
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