+51.0%
SWKS vs ETSY
+644.4%
-593.5%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.1% | +2.8% | +2.7% |
| 7D | +10.9% | -3.5% | +14.4% | +11.8% |
| 30D | +17.6% | +11.4% | +6.2% | +14.2% |
| 3M | +29.2% | +10.9% | +18.3% | +24.9% |
| 6M | +37.0% | +53.5% | -16.6% | +22.0% |
| YTD | +44.9% | +59.3% | -14.3% | +25.5% |
| 1Y | +33.8% | +38.2% | -4.4% | +19.9% |
| 3Y | +10.2% | +39.6% | -29.4% | -6.8% |
| 5Y | -37.0% | -67.6% | +30.6% | -28.7% |
| All | +51.0% | +644.4% | -593.5% | -19.6% |
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 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