+283.9%
SHW vs ETSY
+134.9%
+149.0%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.8% | +2.5% | -1.6% |
| 7D | -1.2% | -10.9% | +9.8% | +0.5% |
| 30D | -11.6% | -14.9% | +3.3% | -9.6% |
| 3M | +9.1% | +5.8% | +3.3% | +8.0% |
| 6M | -0.7% | +29.1% | -29.8% | -5.0% |
| YTD | +1.4% | +31.3% | -30.0% | -3.7% |
| 1Y | -12.3% | +25.1% | -37.4% | -16.8% |
| 3Y | +23.4% | +8.5% | +14.9% | +16.3% |
| 5Y | +15.0% | -66.1% | +81.1% | +21.9% |
| 10Y | +278.3% | +410.3% | -132.0% | +175.9% |
| All | +283.9% | +134.9% | +149.0% | +177.6% |
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