+46.5%
ETSY vs WPM
+53.7%
-7.2%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.1% | -5.7% | -6.7% |
| 7D | -8.5% | +1.1% | -9.5% | -8.5% |
| 30D | -10.9% | +26.4% | -37.2% | -12.2% |
| 3M | +14.1% | +20.8% | -6.7% | +12.7% |
| 6M | +37.5% | +1.1% | +36.4% | +36.9% |
| YTD | +38.0% | +32.5% | +5.5% | +33.9% |
| 1Y | +46.5% | +51.5% | -5.0% | +41.3% |
| All | +46.5% | +53.7% | -7.2% | +41.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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