+31.0%
SWKS vs ETSY
+407.5%
-376.4%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -4.8% | +6.7% | +3.0% |
| 7D | +11.8% | -10.9% | +22.7% | +14.7% |
| 30D | +6.7% | -14.9% | +21.6% | +10.5% |
| 3M | 0.0% | +5.8% | -5.8% | -2.1% |
| 6M | +38.7% | +29.1% | +9.6% | +28.2% |
| YTD | +21.4% | +31.3% | -10.0% | +10.7% |
| 1Y | +2.9% | +25.1% | -22.2% | -6.5% |
| 3Y | -16.4% | +8.5% | -24.9% | -24.5% |
| 5Y | -51.2% | -66.1% | +14.9% | -45.3% |
| 10Y | +31.0% | +410.3% | -379.3% | -21.0% |
| All | +31.0% | +407.5% | -376.4% | -21.0% |
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