+957.1%
WDC vs ETSY
-67.3%
+1,024.4%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.6% | -5.0% | -4.5% |
| 7D | +4.4% | -12.7% | +17.1% | +6.7% |
| 30D | +5.3% | -9.9% | +15.2% | +6.7% |
| 3M | -5.9% | +4.2% | -10.1% | -7.7% |
| 6M | +73.2% | +34.2% | +39.1% | +61.0% |
| YTD | +167.8% | +29.1% | +138.7% | +149.6% |
| 1Y | +386.0% | +23.8% | +362.2% | +349.8% |
| 3Y | +1,309.7% | +6.6% | +1,303.1% | +1,187.3% |
| 5Y | +957.1% | -67.0% | +1,024.1% | +979.6% |
| All | +957.1% | -67.3% | +1,024.4% | +979.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling