+21.8%
WM vs ETSY
+37.4%
-15.6%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +1.6% |
| 7D | +1.2% | -3.5% | +4.7% | +1.3% |
| 30D | +15.2% | +11.4% | +3.9% | +14.9% |
| 3M | +8.3% | +10.9% | -2.5% | +8.1% |
| 6M | +13.1% | +53.5% | -40.4% | +13.1% |
| YTD | +12.5% | +59.3% | -46.7% | +12.8% |
| 1Y | +21.8% | +38.2% | -16.4% | +21.8% |
| All | +21.8% | +37.4% | -15.6% | +21.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling