+120.7%
WFC vs ETSY
+134.9%
-14.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.8% | +2.6% | -1.8% |
| 7D | +1.1% | -10.9% | +12.0% | +2.2% |
| 30D | +0.8% | -14.9% | +15.7% | +2.3% |
| 3M | +9.3% | +5.8% | +3.5% | +8.4% |
| 6M | +10.6% | +29.1% | -18.5% | +7.3% |
| YTD | -4.1% | +31.3% | -35.4% | -7.3% |
| 1Y | +13.6% | +25.1% | -11.6% | +9.6% |
| 3Y | +130.7% | +8.5% | +122.3% | +121.9% |
| 5Y | +126.7% | -66.1% | +192.8% | +132.8% |
| 10Y | +132.1% | +410.3% | -278.2% | +80.7% |
| All | +120.7% | +134.9% | -14.2% | +71.1% |
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