+122.9%
WFC vs ETSY
-66.2%
+189.1%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.6% | -0.7% | +0.7% |
| 7D | +0.4% | -4.9% | +5.3% | +1.0% |
| 30D | +1.5% | -8.6% | +10.2% | +2.6% |
| 3M | +10.2% | +4.8% | +5.4% | +9.1% |
| 6M | +18.8% | +38.1% | -19.3% | +12.8% |
| YTD | -1.5% | +31.2% | -32.8% | -6.1% |
| 1Y | +13.5% | +22.1% | -8.6% | +8.4% |
| 3Y | +135.0% | +12.2% | +122.7% | +120.6% |
| All | +122.9% | -66.2% | +189.1% | +116.2% |
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 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