+177.1%
SW vs ETSY
+650.4%
-473.4%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.7% | -1.0% |
| 7D | -2.9% | -1.0% | -1.9% | -2.8% |
| 30D | +5.0% | +7.3% | -2.3% | +4.3% |
| 3M | -13.7% | +10.3% | -24.0% | -14.6% |
| 6M | +8.0% | +55.1% | -47.0% | +3.6% |
| YTD | +14.0% | +60.5% | -46.6% | +8.4% |
| 1Y | +25.6% | +52.2% | -26.6% | +20.0% |
| 3Y | +40.1% | +40.8% | -0.7% | +32.8% |
| 5Y | -2.6% | -67.3% | +64.7% | -1.3% |
| All | +177.1% | +650.4% | -473.4% | +144.3% |
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