+446.0%
WM vs ETSY
+190.1%
+255.9%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +11.6% |
| 3M | +3.6% | +9.3% | -5.7% | +3.0% |
| 6M | +8.1% | +38.4% | -30.3% | +6.0% |
| YTD | +8.9% | +62.2% | -53.3% | +5.6% |
| 1Y | +20.3% | +58.3% | -38.0% | +16.7% |
| 3Y | +46.2% | +42.6% | +3.6% | +40.7% |
| 5Y | +59.9% | -65.4% | +125.3% | +63.0% |
| 10Y | +345.6% | +685.4% | -339.8% | +274.6% |
| All | +446.0% | +190.1% | +255.9% | +370.3% |
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