+137.3%
ETSY vs WCN
+456.0%
-318.7%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.2% | -1.1% | -1.5% |
| 7D | -12.9% | -1.7% | -11.2% | -11.8% |
| 30D | -11.5% | -3.0% | -8.5% | -9.6% |
| 3M | +3.5% | +2.5% | +1.0% | +1.6% |
| 6M | +27.6% | -5.7% | +33.3% | +31.4% |
| YTD | +28.4% | -7.4% | +35.9% | +33.2% |
| 1Y | +27.1% | -8.6% | +35.7% | +32.7% |
| 3Y | +6.0% | +19.4% | -13.3% | -11.3% |
| 5Y | -67.1% | +27.2% | -94.3% | -73.8% |
| 10Y | +421.9% | +238.5% | +183.4% | +131.7% |
| All | +137.3% | +456.0% | -318.7% | -20.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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