+424.6%
ETSY vs WEC
+146.6%
+278.0%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.7% | +1.6% |
| 7D | -4.9% | -0.6% | -4.3% | -4.8% |
| 30D | -8.6% | -2.6% | -6.0% | -7.9% |
| 3M | +4.8% | -6.0% | +10.8% | +6.7% |
| 6M | +38.1% | -5.4% | +43.5% | +39.8% |
| YTD | +31.2% | +2.5% | +28.8% | +29.5% |
| 1Y | +22.1% | -0.7% | +22.8% | +21.6% |
| 3Y | +12.2% | +38.7% | -26.5% | +0.7% |
| 5Y | -66.5% | +31.7% | -98.1% | -69.8% |
| All | +424.6% | +146.6% | +278.0% | +299.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling