+285.0%
WMB vs ETSY
-66.8%
+351.8%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.2% | +1.3% | -0.8% |
| 7D | 0.0% | -12.9% | +12.9% | +0.5% |
| 30D | +4.6% | -11.5% | +16.0% | +5.0% |
| 3M | +5.7% | +3.5% | +2.2% | +5.4% |
| 6M | +4.2% | +27.6% | -23.4% | +2.5% |
| YTD | +26.8% | +28.4% | -1.6% | +24.5% |
| 1Y | +34.7% | +27.1% | +7.6% | +31.9% |
| 3Y | +146.8% | +6.0% | +140.7% | +141.0% |
| 5Y | +285.0% | -67.1% | +352.2% | +291.0% |
| All | +285.0% | -66.8% | +351.8% | +291.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling