+668.1%
WDC vs ETSY
+134.9%
+533.2%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -4.8% | +7.0% | +3.0% |
| 7D | +6.0% | -10.9% | +16.9% | +8.0% |
| 30D | +9.9% | -14.9% | +24.8% | +12.6% |
| 3M | -9.4% | +5.8% | -15.2% | -11.2% |
| 6M | +94.7% | +29.1% | +65.6% | +82.9% |
| YTD | +177.4% | +31.3% | +146.0% | +158.4% |
| 1Y | +412.6% | +25.1% | +387.5% | +376.0% |
| 3Y | +1,359.8% | +8.5% | +1,351.3% | +1,243.1% |
| 5Y | +992.6% | -66.1% | +1,058.7% | +1,079.3% |
| 10Y | +1,245.5% | +410.3% | +835.2% | +725.5% |
| All | +668.1% | +134.9% | +533.2% | +340.2% |
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