+33.8%
SWKS vs ETSY
+37.4%
-3.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.1% | +2.8% | +2.7% |
| 7D | +10.9% | -3.5% | +14.4% | +11.0% |
| 30D | +17.6% | +11.4% | +6.2% | +17.1% |
| 3M | +29.2% | +10.9% | +18.3% | +28.8% |
| 6M | +37.0% | +53.5% | -16.6% | +34.4% |
| YTD | +44.9% | +59.3% | -14.3% | +39.3% |
| 1Y | +33.8% | +38.2% | -4.4% | +36.3% |
| All | +33.8% | +37.4% | -3.6% | +36.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling