+8.8%
SWKS vs ETSY
+190.1%
-181.3%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.7% | +3.0% | +1.6% |
| 7D | -6.2% | +1.1% | -7.2% | -6.5% |
| 30D | -1.5% | +25.8% | -27.3% | -6.6% |
| 3M | +23.0% | +9.3% | +13.6% | +19.6% |
| 6M | +27.6% | +38.4% | -10.8% | +17.4% |
| YTD | +32.3% | +62.2% | -29.9% | +15.8% |
| 1Y | +20.1% | +58.3% | -38.2% | +5.4% |
| 3Y | +0.6% | +42.6% | -41.9% | -13.6% |
| 5Y | -42.3% | -65.4% | +23.1% | -36.7% |
| 10Y | +35.9% | +685.4% | -649.5% | -18.1% |
| All | +8.8% | +190.1% | -181.3% | -33.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling