+142.7%
ETSY vs WEC
+213.9%
-71.2%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +1.1% | -5.9% | -5.1% |
| 7D | -10.9% | +0.8% | -11.7% | -11.1% |
| 30D | -14.9% | +0.3% | -15.2% | -15.0% |
| 3M | +5.8% | -2.9% | +8.7% | +6.7% |
| 6M | +29.1% | -5.9% | +35.0% | +30.9% |
| YTD | +31.3% | +4.1% | +27.2% | +29.1% |
| 1Y | +25.1% | +3.1% | +22.0% | +23.3% |
| 3Y | +8.5% | +40.8% | -32.3% | -2.6% |
| 5Y | -66.1% | +31.7% | -97.8% | -69.3% |
| 10Y | +410.3% | +141.1% | +269.2% | +297.7% |
| All | +142.7% | +213.9% | -71.2% | +78.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling