+165.9%
WMB vs ETSY
+146.8%
+19.1%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -6.7% | +6.9% | +0.9% |
| 7D | +0.6% | -8.5% | +9.0% | +1.5% |
| 30D | +3.3% | -10.9% | +14.1% | +4.4% |
| 3M | +3.1% | +14.1% | -11.0% | +1.2% |
| 6M | -0.7% | +37.5% | -38.2% | -5.2% |
| YTD | +25.2% | +38.0% | -12.8% | +18.9% |
| 1Y | +32.9% | +46.5% | -13.7% | +24.2% |
| 3Y | +140.6% | +2.5% | +138.0% | +129.5% |
| 5Y | +273.5% | -65.3% | +338.7% | +292.9% |
| 10Y | +334.2% | +451.6% | -117.4% | +132.9% |
| All | +165.9% | +146.8% | +19.1% | +24.0% |
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 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