+310.4%
WM vs ETSY
+403.1%
-92.7%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.2% | +1.6% | -0.5% |
| 7D | -1.2% | -12.9% | +11.7% | -0.4% |
| 30D | -4.5% | -11.5% | +7.0% | -3.8% |
| 3M | -2.2% | +3.5% | -5.7% | -2.5% |
| 6M | -11.5% | +27.6% | -39.1% | -13.0% |
| YTD | -0.7% | +28.4% | -29.1% | -2.6% |
| 1Y | +0.3% | +27.1% | -26.7% | -1.9% |
| 3Y | +44.2% | +6.0% | +38.1% | +40.7% |
| 5Y | +51.6% | -67.1% | +118.7% | +55.5% |
| 10Y | +310.4% | +421.9% | -111.5% | +236.5% |
| All | +310.4% | +403.1% | -92.7% | +236.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling