+19.6%
SW vs ETSY
+3.4%
+16.2%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -6.7% | +8.0% | +2.3% |
| 7D | -5.1% | -8.5% | +3.4% | -3.8% |
| 30D | -4.6% | -10.9% | +6.3% | -3.0% |
| 3M | +9.4% | +14.1% | -4.7% | +6.8% |
| 6M | +3.5% | +37.5% | -34.0% | -2.4% |
| YTD | +22.0% | +38.0% | -16.0% | +14.5% |
| 1Y | +2.2% | +46.5% | -44.3% | -5.5% |
| All | +19.6% | +3.4% | +16.2% | +11.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling