-65.8%
ETSY vs WY
-22.2%
-43.5%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.3% | +1.4% |
| 7D | -4.9% | -4.2% | -0.7% | -2.0% |
| 30D | -8.6% | -10.1% | +1.5% | -1.7% |
| 3M | +4.8% | -8.5% | +13.3% | +10.9% |
| 6M | +38.1% | -3.3% | +41.4% | +38.9% |
| YTD | +31.2% | -4.4% | +35.6% | +31.0% |
| 1Y | +22.1% | -11.5% | +33.6% | +29.5% |
| 3Y | +12.2% | -24.3% | +36.6% | +30.5% |
| All | -65.8% | -22.2% | -43.5% | -53.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 5y: compounded portfolio wealth divided by compounded WY 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…
5y analysis · Full analysis span regression · 6 months rolling