+1,188.5%
WDC vs ETSY
+431.9%
+756.7%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.6% | -4.6% | -3.3% |
| 7D | -4.3% | -4.9% | +0.6% | -3.5% |
| 30D | -1.5% | -8.6% | +7.1% | -0.3% |
| 3M | -15.5% | +4.8% | -20.3% | -17.2% |
| 6M | +66.5% | +38.1% | +28.4% | +53.9% |
| YTD | +159.9% | +31.2% | +128.6% | +141.3% |
| 1Y | +366.0% | +22.1% | +343.9% | +333.2% |
| 3Y | +1,285.8% | +12.2% | +1,273.6% | +1,158.9% |
| 5Y | +925.6% | -66.5% | +992.0% | +1,013.9% |
| All | +1,188.5% | +431.9% | +756.7% | +731.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling