-2.0%
SWKS vs ETSY
+146.8%
-148.8%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -6.7% | +10.3% | +5.0% |
| 7D | +12.5% | -8.5% | +21.0% | +14.5% |
| 30D | +10.5% | -10.9% | +21.4% | +13.0% |
| 3M | -7.4% | +14.1% | -21.5% | -10.6% |
| 6M | +32.7% | +37.5% | -4.8% | +21.9% |
| YTD | +19.2% | +38.0% | -18.8% | +8.6% |
| 1Y | +2.4% | +46.5% | -44.2% | -9.3% |
| 3Y | -25.6% | +2.5% | -28.1% | -31.0% |
| 5Y | -53.4% | -65.3% | +11.9% | -48.8% |
| 10Y | +23.2% | +451.6% | -428.5% | -21.0% |
| All | -2.0% | +146.8% | -148.8% | -37.9% |
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