+206.5%
WELL vs ETSY
-67.3%
+273.9%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.6% | -0.1% |
| 7D | -2.2% | -12.7% | +10.5% | -1.5% |
| 30D | +4.7% | -9.9% | +14.6% | +5.2% |
| 3M | +11.9% | +4.2% | +7.8% | +11.6% |
| 6M | +14.3% | +34.2% | -19.9% | +11.9% |
| YTD | +28.4% | +29.1% | -0.8% | +25.7% |
| 1Y | +42.3% | +23.8% | +18.5% | +39.1% |
| 3Y | +202.6% | +6.6% | +195.9% | +194.4% |
| 5Y | +206.5% | -67.0% | +273.5% | +199.7% |
| All | +206.5% | -67.3% | +273.9% | +199.7% |
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 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