+403.8%
WM vs ETSY
+146.8%
+257.0%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -6.7% | +5.5% | -0.9% |
| 7D | -0.3% | -8.5% | +8.2% | +0.2% |
| 30D | -2.4% | -10.9% | +8.5% | -1.8% |
| 3M | +0.4% | +14.1% | -13.7% | -0.4% |
| 6M | -9.5% | +37.5% | -47.0% | -11.3% |
| YTD | +0.5% | +38.0% | -37.5% | -1.6% |
| 1Y | -1.1% | +46.5% | -47.6% | -3.9% |
| 3Y | +46.0% | +2.5% | +43.5% | +43.1% |
| 5Y | +51.8% | -65.3% | +117.1% | +54.6% |
| 10Y | +307.5% | +451.6% | -144.1% | +247.6% |
| All | +403.8% | +146.8% | +257.0% | +338.2% |
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 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