+295.4%
WMB vs ETSY
+423.3%
-127.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.6% | -3.7% | -3.1% |
| 7D | -1.7% | -12.7% | +11.1% | -0.6% |
| 30D | +0.7% | -9.9% | +10.6% | +1.5% |
| 3M | +1.5% | +4.2% | -2.6% | +0.9% |
| 6M | +0.1% | +34.2% | -34.1% | -3.1% |
| YTD | +22.9% | +29.1% | -6.2% | +19.0% |
| 1Y | +27.9% | +23.8% | +4.0% | +23.6% |
| 3Y | +139.1% | +6.6% | +132.5% | +130.0% |
| 5Y | +270.9% | -67.0% | +337.9% | +287.3% |
| All | +295.4% | +423.3% | -127.9% | +187.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling