-15.9%
WBD vs ETSY
+129.6%
-145.5%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.2% | +1.5% | -0.4% |
| 7D | -1.7% | -12.9% | +11.2% | +0.5% |
| 30D | +3.9% | -11.5% | +15.3% | +5.8% |
| 3M | +5.1% | +3.5% | +1.5% | +4.0% |
| 6M | +0.6% | +27.6% | -27.0% | -4.4% |
| YTD | -3.2% | +28.4% | -31.6% | -8.6% |
| 1Y | +127.7% | +27.1% | +100.6% | +112.7% |
| 3Y | +146.6% | +6.0% | +140.5% | +133.2% |
| 5Y | +4.2% | -67.1% | +71.3% | +8.9% |
| 10Y | +13.7% | +421.9% | -408.2% | -22.2% |
| All | -15.9% | +129.6% | -145.5% | -43.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ETSY.
Daily Out/Under-Performance
Portfolio return minus ETSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETSY 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 ETSY 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