+28.1%
SW vs ETSY
+60.7%
-32.6%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +7.1% | -3.0% | +3.8% |
| 7D | +12.1% | +4.2% | +7.8% | +11.8% |
| 30D | +6.6% | +35.8% | -29.2% | +5.1% |
| 3M | -6.0% | +11.4% | -17.4% | -6.7% |
| 6M | +21.5% | +50.3% | -28.8% | +20.5% |
| YTD | +20.3% | +73.6% | -53.3% | +23.5% |
| 1Y | +28.1% | +65.2% | -37.0% | +32.8% |
| All | +28.1% | +60.7% | -32.6% | +32.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling