+59.7%
WM vs ETSY
-66.0%
+125.7%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.7% | -0.3% | -2.0% |
| 7D | +1.2% | +1.1% | +0.1% | +1.1% |
| 30D | +13.1% | +25.8% | -12.7% | +11.8% |
| 3M | +3.6% | +9.3% | -5.7% | +3.0% |
| 6M | +8.1% | +38.4% | -30.3% | +6.2% |
| YTD | +8.9% | +62.2% | -53.3% | +5.9% |
| 1Y | +20.3% | +58.3% | -38.0% | +17.1% |
| 3Y | +46.2% | +42.6% | +3.6% | +40.8% |
| All | +59.7% | -66.0% | +125.7% | +59.8% |
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 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