+121.3%
WMB vs ETSY
+41.3%
+79.9%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -0.5% |
| 7D | +7.8% | -1.0% | +8.9% | +7.8% |
| 30D | -5.1% | +7.3% | -12.4% | -5.1% |
| 3M | -4.7% | +10.3% | -15.0% | -4.8% |
| 6M | -7.4% | +55.1% | -62.5% | -8.2% |
| YTD | +17.5% | +60.5% | -43.1% | +15.6% |
| 1Y | +19.5% | +52.2% | -32.7% | +18.0% |
| 3Y | +121.3% | +40.8% | +80.5% | +111.4% |
| All | +121.3% | +41.3% | +79.9% | +111.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling