+65.2%
ETSY vs WAT
+32.9%
+32.2%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +1.7% | +5.4% | +6.7% |
| 7D | +4.2% | -1.9% | +6.2% | +4.7% |
| 30D | +35.8% | +6.2% | +29.5% | +33.8% |
| 3M | +11.4% | +18.1% | -6.7% | +6.6% |
| 6M | +50.3% | +54.9% | -4.6% | +32.2% |
| YTD | +73.6% | +23.1% | +50.5% | +74.8% |
| 1Y | +65.2% | +27.3% | +37.9% | +56.0% |
| All | +65.2% | +32.9% | +32.2% | +56.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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