+448.6%
WM vs ETSY
+179.0%
+269.5%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.2% | +2.5% | +0.4% |
| 7D | +1.2% | -3.7% | +4.9% | +1.3% |
| 30D | +13.7% | +12.8% | +0.9% | +12.9% |
| 3M | +5.2% | +7.6% | -2.4% | +4.7% |
| 6M | +11.2% | +34.4% | -23.2% | +9.2% |
| YTD | +9.4% | +56.0% | -46.6% | +6.3% |
| 1Y | +20.4% | +43.6% | -23.2% | +17.4% |
| 3Y | +44.7% | +36.8% | +7.9% | +39.6% |
| 5Y | +58.5% | -65.2% | +123.7% | +61.5% |
| 10Y | +326.4% | +653.5% | -327.1% | +259.2% |
| All | +448.6% | +179.0% | +269.5% | +373.5% |
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 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