+149.6%
WMB vs ETSY
+187.1%
-37.5%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -0.6% |
| 7D | +7.8% | -1.0% | +8.9% | +7.9% |
| 30D | -5.1% | +7.3% | -12.4% | -6.1% |
| 3M | -4.7% | +10.3% | -15.0% | -6.2% |
| 6M | -7.4% | +55.1% | -62.5% | -12.7% |
| YTD | +17.5% | +60.5% | -43.1% | +9.2% |
| 1Y | +19.5% | +52.2% | -32.7% | +11.7% |
| 3Y | +121.3% | +40.8% | +80.5% | +102.6% |
| 5Y | +200.5% | -67.3% | +267.8% | +221.8% |
| 10Y | +281.9% | +659.4% | -377.5% | +93.2% |
| All | +149.6% | +187.1% | -37.5% | +14.0% |
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