-36.5%
SWKS vs ETSY
-67.3%
+30.8%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.3% |
| 7D | +9.4% | -1.0% | +10.5% | +9.7% |
| 30D | +17.0% | +7.3% | +9.7% | +14.7% |
| 3M | +28.9% | +10.3% | +18.6% | +24.8% |
| 6M | +33.1% | +55.1% | -21.9% | +18.2% |
| YTD | +44.8% | +60.5% | -15.7% | +24.8% |
| 1Y | +36.2% | +52.2% | -16.0% | +19.0% |
| 3Y | +11.5% | +40.8% | -29.3% | -7.2% |
| All | -36.5% | -67.3% | +30.8% | -29.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling