+5.3%
SWKS vs ETSY
+24.4%
-19.2%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.2% | +3.8% | +1.6% |
| 7D | +6.8% | -12.9% | +19.7% | +7.5% |
| 30D | +11.3% | -11.5% | +22.7% | +11.8% |
| 3M | +4.1% | +3.5% | +0.5% | +3.8% |
| 6M | +39.7% | +27.6% | +12.0% | +35.9% |
| YTD | +23.2% | +28.4% | -5.2% | +20.4% |
| 1Y | +5.3% | +27.1% | -21.8% | +6.5% |
| All | +5.3% | +24.4% | -19.2% | +6.5% |
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