+19.5%
WMB vs ETSY
+42.1%
-22.7%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -0.4% |
| 7D | +7.8% | -1.0% | +8.9% | +7.7% |
| 30D | -5.1% | +7.3% | -12.4% | -3.8% |
| 3M | -4.7% | +10.3% | -15.0% | -3.0% |
| 6M | -7.4% | +55.1% | -62.5% | -1.3% |
| YTD | +17.5% | +60.5% | -43.1% | +24.1% |
| 1Y | +19.5% | +52.2% | -32.7% | +25.5% |
| All | +19.5% | +42.1% | -22.7% | +25.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling