-67.0%
ETSY vs WCC
+211.6%
-278.6%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.2% | +3.8% | +1.6% |
| 7D | -12.7% | +1.7% | -14.4% | -13.3% |
| 30D | -9.9% | -6.1% | -3.9% | -8.7% |
| 3M | +4.2% | +3.1% | +1.1% | +1.5% |
| 6M | +34.2% | +28.2% | +6.0% | +19.1% |
| YTD | +29.1% | +41.1% | -12.0% | +9.7% |
| 1Y | +23.8% | +61.3% | -37.5% | -1.2% |
| 3Y | +6.6% | +123.6% | -117.0% | -31.4% |
| 5Y | -67.0% | +214.8% | -281.8% | -83.1% |
| All | -67.0% | +211.6% | -278.6% | -83.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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