+398.0%
WELL vs ETSY
+187.1%
+210.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.2% |
| 7D | +0.1% | -1.0% | +1.2% | +0.2% |
| 30D | +5.7% | +7.3% | -1.7% | +5.1% |
| 3M | +4.6% | +10.3% | -5.7% | +3.9% |
| 6M | +11.9% | +55.1% | -43.2% | +8.7% |
| YTD | +33.6% | +60.5% | -26.9% | +28.9% |
| 1Y | +29.8% | +52.2% | -22.4% | +25.6% |
| 3Y | +202.2% | +40.8% | +161.4% | +189.3% |
| 5Y | +223.2% | -67.3% | +290.5% | +230.6% |
| 10Y | +461.7% | +659.4% | -197.7% | +335.4% |
| All | +398.0% | +187.1% | +210.9% | +293.8% |
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