+65.2%
ETSY vs WEC
+9.7%
+55.5%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +2.3% | +4.8% | +7.0% |
| 7D | +4.2% | +6.9% | -2.7% | +4.2% |
| 30D | +35.8% | +16.6% | +19.2% | +36.2% |
| 3M | +11.4% | +9.1% | +2.3% | +11.2% |
| 6M | +50.3% | +3.2% | +47.1% | +49.5% |
| YTD | +73.6% | +14.9% | +58.7% | +66.9% |
| 1Y | +65.2% | +9.2% | +56.0% | +66.2% |
| All | +65.2% | +9.7% | +55.5% | +66.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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