+184.4%
SW vs ETSY
+648.9%
-464.5%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.2% | +2.6% | +0.6% |
| 7D | +2.2% | -3.7% | +5.9% | +2.5% |
| 30D | +7.4% | +12.8% | -5.3% | +6.2% |
| 3M | -5.9% | +7.6% | -13.5% | -6.8% |
| 6M | +9.0% | +34.4% | -25.4% | +5.8% |
| YTD | +18.1% | +56.0% | -37.9% | +12.6% |
| 1Y | +28.7% | +43.6% | -14.9% | +23.5% |
| 3Y | +48.8% | +36.8% | +12.0% | +41.3% |
| 5Y | +2.5% | -65.2% | +67.7% | +3.7% |
| 10Y | +184.4% | +653.5% | -469.1% | +151.3% |
| All | +184.4% | +648.9% | -464.5% | +151.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling